HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Quarter Est. Return
1 Year Est. Return
+50.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$17.6M
4
HBM icon
Hudbay
HBM
+$16.3M
5
BCE icon
BCE
BCE
+$15.1M

Top Sells

1
+$12.8M
2
+$10.3M
3
+$9.5M
4
ERF
Enerplus Corporation
ERF
+$8.38M
5
RCI icon
Rogers Communications
RCI
+$7.78M

Sector Composition

1 Financials 24.63%
2 Materials 13.3%
3 Energy 10.4%
4 Industrials 9.41%
5 Technology 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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629
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630
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-24,900
634
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635
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638
$0 ﹤0.01%
8
639
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-1,100
640
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641
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644
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647
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-85,000
648
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649
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-14,000
650
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-91,800
24 25
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