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
$1.49B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.6M
3
+$12.3M
4
CNI icon
Canadian National Railway
CNI
+$11.1M
5
NTR icon
Nutrien
NTR
+$9.87M

Top Sells

1
+$18M
2
+$15.2M
3
+$10.8M
4
CALX icon
Calix
CALX
+$8.42M
5
CNR
Core Natural Resources Inc
CNR
+$6.95M

Sector Composition

1 Financials 21.19%
2 Technology 17.57%
3 Energy 14%
4 Industrials 13.74%
5 Healthcare 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17K ﹤0.01%
350
527
$17K ﹤0.01%
+1,450
528
$16K ﹤0.01%
1,000
-187,382
529
$16K ﹤0.01%
40
-1,800
530
$16K ﹤0.01%
65
531
$15K ﹤0.01%
+250
532
$15K ﹤0.01%
60
533
$14K ﹤0.01%
400
-21,400
534
$14K ﹤0.01%
200
535
$14K ﹤0.01%
52
-2,387
536
$14K ﹤0.01%
160
537
$14K ﹤0.01%
30
538
$13K ﹤0.01%
150
-7,500
539
$12K ﹤0.01%
75
-3,950
540
$12K ﹤0.01%
500
-26,800
541
$12K ﹤0.01%
140
-7,500
542
$11K ﹤0.01%
80
543
$10K ﹤0.01%
26
-1,439
544
$9K ﹤0.01%
220
545
$9K ﹤0.01%
120
546
$8K ﹤0.01%
+761
547
$8K ﹤0.01%
100
548
$8K ﹤0.01%
50
-3,200
549
$7K ﹤0.01%
320
550
$5K ﹤0.01%
10
20 21
22
23 24