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
$1.26B
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$12.4M
3
+$11.3M
4
BN icon
Brookfield
BN
+$10.5M
5
NOA
North American Construction
NOA
+$6.52M

Top Sells

1
+$31.9M
2
+$28.3M
3
+$23.5M
4
KGC icon
Kinross Gold
KGC
+$14.3M
5
PRMW
Primo Water Corporation
PRMW
+$13.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 16.72%
3 Industrials 16.4%
4 Financials 13.75%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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