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
$1.25B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.85M
3
+$7.86M
4
BMO icon
Bank of Montreal
BMO
+$7.3M
5
WPM icon
Wheaton Precious Metals
WPM
+$7.21M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$9.83M
4
GIB icon
CGI
GIB
+$9.66M
5
OBE
Obsidian Energy
OBE
+$8.55M

Sector Composition

1 Financials 19.03%
2 Energy 18.64%
3 Technology 16.16%
4 Materials 10.88%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.69M 0.46%
278,000
+1,900
52
$5.67M 0.45%
394,500
-58,500
53
$5.64M 0.45%
1,162,630
-805,900
54
$5.63M 0.45%
223,900
+1,600
55
$5.63M 0.45%
91,300
-21,800
56
$5.61M 0.45%
+84,900
57
$5.59M 0.45%
400,200
+349,267
58
$5.57M 0.45%
49,300
+1,100
59
$5.55M 0.44%
+486,300
60
$5.5M 0.44%
42,600
-20,300
61
$5.49M 0.44%
118,855
62
$5.46M 0.44%
170,700
+26,600
63
$5.33M 0.43%
136,900
-3,000
64
$5.29M 0.42%
382,500
-7,550
65
$5.29M 0.42%
273,600
-45,900
66
$5.26M 0.42%
168,300
-23,050
67
$5.16M 0.41%
94,000
+500
68
$5.15M 0.41%
+178,800
69
$5.13M 0.41%
57,800
+6,250
70
$5.11M 0.41%
164,106
+1,400
71
$5.1M 0.41%
112,400
-4,800
72
$5.09M 0.41%
149,000
-51,300
73
$5.09M 0.41%
319,215
+15,000
74
$5.09M 0.41%
196,000
-4,500
75
$5M 0.4%
86,200
-4,000
1 2
3
4 5