HIM

Hillsdale Investment Management Portfolio holdings

AUM $2.71B
1-Year Est. Return 43.79%
This Quarter Est. Return
1 Year Est. Return
+43.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.66M
3
+$8.76M
4
SU icon
Suncor Energy
SU
+$8.43M
5
CVE icon
Cenovus Energy
CVE
+$8.01M

Top Sells

1
+$13.5M
2
+$13M
3
+$10.4M
4
LSPD icon
Lightspeed Commerce
LSPD
+$7.68M
5
BHC icon
Bausch Health
BHC
+$7.62M

Sector Composition

1 Financials 20.44%
2 Technology 16.63%
3 Industrials 11.84%
4 Consumer Discretionary 11.61%
5 Healthcare 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$35K ﹤0.01%
1,280
502
$35K ﹤0.01%
1,500
-400
503
$32K ﹤0.01%
+600
504
$32K ﹤0.01%
+440
505
$32K ﹤0.01%
540
-12,200
506
$31K ﹤0.01%
+3,102
507
$29K ﹤0.01%
+2,000
508
$29K ﹤0.01%
+2,550
509
$28K ﹤0.01%
+1,900
510
$27K ﹤0.01%
420
511
$27K ﹤0.01%
+2,550
512
$26K ﹤0.01%
6,000
513
$26K ﹤0.01%
+300
514
$24K ﹤0.01%
480
-200
515
$23K ﹤0.01%
+612
516
$23K ﹤0.01%
1,200
517
$22K ﹤0.01%
1,000
518
$20K ﹤0.01%
160
519
$19K ﹤0.01%
+2,700
520
$18K ﹤0.01%
+900
521
$18K ﹤0.01%
690
-310
522
$17K ﹤0.01%
+1,300
523
$16K ﹤0.01%
290
-128,600
524
$14K ﹤0.01%
90
-4,400
525
$14K ﹤0.01%
260
-113,600
19 20
21
22 23