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
76
$817K 0.21%
11,000
77
$815K 0.21%
26,880
-1,000
78
$810K 0.21%
10,530
79
$799K 0.21%
+97,400
80
$793K 0.2%
24,980
-126,100
81
$774K 0.2%
35,234
-18,379
82
$771K 0.2%
21,010
+1,000
83
$761K 0.2%
+88,800
84
$753K 0.19%
+53,800
85
$752K 0.19%
26,956
86
$751K 0.19%
23,360
+17,600
87
$745K 0.19%
51,969
88
$742K 0.19%
+19,000
89
$739K 0.19%
44,848
-49,258
90
$736K 0.19%
9,510
91
$730K 0.19%
14,670
92
$725K 0.19%
12,600
93
$720K 0.19%
65,600
+50,700
94
$715K 0.18%
294,500
-36,000
95
$705K 0.18%
21,100
+8,500
96
$701K 0.18%
25,200
97
$698K 0.18%
+39,710
98
$696K 0.18%
31,900
+20,900
99
$695K 0.18%
42,250
100
$693K 0.18%
73,250
2 3
4
5 6