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
$1.11B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$8.29M
3
+$7.84M
4
RBA icon
RB Global
RBA
+$7.83M
5
CCJ icon
Cameco
CCJ
+$7.78M

Top Sells

1
+$20.2M
2
+$13.8M
3
+$13.7M
4
MEOH icon
Methanex
MEOH
+$11.6M
5
B
Barrick Mining
B
+$8.93M

Sector Composition

1 Energy 17.98%
2 Technology 16.84%
3 Financials 16.57%
4 Industrials 14.53%
5 Healthcare 13.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.79M 0.43%
327,636
-28,700
77
$4.74M 0.43%
135,900
-1,000
78
$4.73M 0.43%
65,039
79
$4.73M 0.43%
+513,600
80
$4.72M 0.43%
+516,800
81
$4.67M 0.42%
397,000
-3,200
82
$4.67M 0.42%
+27,620
83
$4.55M 0.41%
78,800
-12,500
84
$4.5M 0.41%
46,000
-7,200
85
$4.46M 0.4%
219,689
+56,800
86
$4.43M 0.4%
71,300
-1,400
87
$4.42M 0.4%
248,600
-1,900
88
$4.38M 0.4%
215,016
-1,300
89
$4.37M 0.4%
94,000
+79,900
90
$4.35M 0.39%
113,100
+1,600
91
$4.34M 0.39%
418,917
+84,400
92
$4.34M 0.39%
194,300
-5,000
93
$4.32M 0.39%
149,120
+148,940
94
$4.3M 0.39%
162,706
-1,400
95
$4.29M 0.39%
31,774
+440
96
$4.25M 0.38%
412,150
-3,500
97
$4.24M 0.38%
179,732
-1,500
98
$4.2M 0.38%
58,919
-1,800
99
$4.15M 0.37%
+350,200
100
$4.14M 0.37%
197,900
+168,900
2 3
4
5 6