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
576
-1,890
577
-8,400
578
-100
579
-2,700
580
-30,038
581
-13,800
582
-12,275
583
-700
584
-9,800
585
-70
586
-80,365
587
-18,800
588
-130
589
-10,900
590
-130
591
-400
592
-4,488
593
-498
594
-1,478
595
-4,400
596
-9,226
597
-6,100
598
-100
599
-1,700
600
-3,000