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
$1.25B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.85M
3
+$7.86M
4
BMO icon
Bank of Montreal
BMO
+$7.3M
5
WPM icon
Wheaton Precious Metals
WPM
+$7.21M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$9.83M
4
GIB icon
CGI
GIB
+$9.66M
5
OBE
Obsidian Energy
OBE
+$8.55M

Sector Composition

1 Financials 19.03%
2 Energy 18.64%
3 Technology 16.16%
4 Materials 10.88%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10K ﹤0.01%
+350
502
$10K ﹤0.01%
100
503
$10K ﹤0.01%
+900
504
$9K ﹤0.01%
75
505
$9K ﹤0.01%
50
506
$9K ﹤0.01%
160
-360
507
$9K ﹤0.01%
+925
508
$9K ﹤0.01%
220
-8,500
509
$9K ﹤0.01%
250
-250
510
$8K ﹤0.01%
1,000
-1,000
511
$8K ﹤0.01%
180
-462
512
$8K ﹤0.01%
310
-640
513
$8K ﹤0.01%
20
-920
514
$8K ﹤0.01%
150
-9,000
515
$8K ﹤0.01%
180
-176,130
516
$8K ﹤0.01%
85
-145
517
$8K ﹤0.01%
725
-725
518
$8K ﹤0.01%
255
-495
519
$7K ﹤0.01%
29
+19
520
$7K ﹤0.01%
575
-225
521
$7K ﹤0.01%
120
-7,300
522
$7K ﹤0.01%
+37
523
$6K ﹤0.01%
+180
524
$6K ﹤0.01%
65
-3,200
525
$6K ﹤0.01%
+300
19 20
21
22 23