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
$388M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.6M
3
+$9.95M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$8.49M
5
BN icon
Brookfield
BN
+$8.36M

Top Sells

1
+$12.4M
2
+$7.72M
3
+$5.93M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$5.18M
5
SU icon
Suncor Energy
SU
+$4M

Sector Composition

1 Financials 20.73%
2 Materials 12.3%
3 Technology 10.19%
4 Industrials 9.71%
5 Communication Services 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
1,450
527
$6K ﹤0.01%
400
528
$6K ﹤0.01%
+200
529
$5K ﹤0.01%
+150
530
$5K ﹤0.01%
90
531
$5K ﹤0.01%
100
532
$5K ﹤0.01%
320
533
$5K ﹤0.01%
150
-11,200
534
$4K ﹤0.01%
70
535
$4K ﹤0.01%
100
536
$4K ﹤0.01%
700
537
$4K ﹤0.01%
170
538
$3K ﹤0.01%
142
539
$1K ﹤0.01%
8
540
$1K ﹤0.01%
1
541
$1K ﹤0.01%
300
-22,200
542
– –
-196
543
– –
-3,000
544
– –
-2,848
545
– –
-7,200
546
– –
-184
547
– –
-210
548
– –
-9,000
549
– –
-1,100
550
– –
-3,200
20 21
22
23 24