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
$1.49B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.6M
3
+$12.3M
4
CNI icon
Canadian National Railway
CNI
+$11.1M
5
NTR icon
Nutrien
NTR
+$9.87M

Top Sells

1
+$18M
2
+$15.2M
3
+$10.8M
4
CALX icon
Calix
CALX
+$8.42M
5
CNR
Core Natural Resources Inc
CNR
+$6.95M

Sector Composition

1 Financials 21.19%
2 Technology 17.57%
3 Energy 14%
4 Industrials 13.74%
5 Healthcare 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.87M 0.46%
31,550
+350
52
$6.86M 0.46%
192,068
-1,000
53
$6.82M 0.46%
+146,500
54
$6.78M 0.45%
49,200
+40,900
55
$6.72M 0.45%
103,600
-2,700
56
$6.65M 0.45%
48,040
-7,505
57
$6.61M 0.44%
232,300
+12,300
58
$6.6M 0.44%
202,600
-3,000
59
$6.52M 0.44%
58,604
-1,500
60
$6.5M 0.44%
155,426
61
$6.45M 0.43%
117,200
+97,900
62
$6.44M 0.43%
169,700
+27,000
63
$6.44M 0.43%
78,764
-16,500
64
$6.32M 0.42%
125,150
+1,900
65
$6.24M 0.42%
70,200
+3,500
66
$6.23M 0.42%
465,900
+379,900
67
$6.2M 0.42%
347,328
+28,200
68
$6.13M 0.41%
60,350
+6,050
69
$6.08M 0.41%
+103,500
70
$6.05M 0.41%
+99,100
71
$5.96M 0.4%
136,400
+7,000
72
$5.94M 0.4%
138,400
+15,000
73
$5.94M 0.4%
+62,319
74
$5.93M 0.4%
138,700
-18,900
75
$5.85M 0.39%
96,400
+7,000
1 2
3
4 5