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
51
$1.39M 0.36%
20,100
+16,100
52
$1.34M 0.35%
96,580
-62,700
53
$1.31M 0.34%
46,480
-21,400
54
$1.26M 0.32%
19,970
+13,270
55
$1.2M 0.31%
60,970
+9,270
56
$1.18M 0.3%
29,800
+18,100
57
$1.17M 0.3%
12,325
-6,010
58
$1.16M 0.3%
89,000
+11,100
59
$1.15M 0.3%
+79,440
60
$1.08M 0.28%
72,275
-829,487
61
$1.08M 0.28%
23,093
+19,100
62
$1.08M 0.28%
340,000
+79,500
63
$1.06M 0.27%
201,500
+168,700
64
$1.04M 0.27%
25,600
+7,900
65
$1.02M 0.26%
+24,050
66
$1.01M 0.26%
44,125
+17,400
67
$984K 0.25%
+40,933
68
$973K 0.25%
31,620
+25,477
69
$961K 0.25%
11,800
+7,600
70
$944K 0.24%
104,300
-4,000
71
$870K 0.22%
15,350
+11,700
72
$847K 0.22%
30,020
-16,900
73
$826K 0.21%
5,770
+2,700
74
$822K 0.21%
22,820
-5,000
75
$818K 0.21%
+17,153
1 2
3
4 5