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
$1.55B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.7M
3
+$11.2M
4
CLS icon
Celestica
CLS
+$11.2M
5
B
Barrick Mining
B
+$11.1M

Top Sells

1
+$22.4M
2
+$19.3M
3
+$16.4M
4
BTE icon
Baytex Energy
BTE
+$14.7M
5
BBU
Brookfield Business Partners
BBU
+$12M

Sector Composition

1 Energy 19.14%
2 Financials 18.55%
3 Technology 15.87%
4 Materials 12.56%
5 Industrials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
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-87,833
577
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-5,400
578
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-48,300
579
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-17,300
580
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-214,800
581
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-55,800
582
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-26
583
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-47,900
584
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-69,300
585
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-5,900
586
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-1,300
587
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-16,650
588
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-2,000
589
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-1,900
590
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-3,400
591
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-345,100
592
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-440
593
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-214,642
594
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595
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-6,500
596
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-2,750
597
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-11,206
598
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-19,800
599
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-93,500
600
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-8,500
22 23
24
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