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
$1.18B
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$16.4M
4
RY icon
Royal Bank of Canada
RY
+$12.7M
5
DCBO
Docebo
DCBO
+$10.7M

Top Sells

1
+$18M
2
+$16M
3
+$12.6M
4
WFG icon
West Fraser Timber
WFG
+$9.29M
5
BN icon
Brookfield
BN
+$8.88M

Sector Composition

1 Financials 19.34%
2 Technology 18%
3 Energy 17.8%
4 Healthcare 14.56%
5 Industrials 13.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.83M 0.41%
51,850
-5,950
77
$4.83M 0.41%
172,238
-25,500
78
$4.81M 0.41%
180,632
+900
79
$4.78M 0.4%
64,205
+28,230
80
$4.78M 0.4%
+358,429
81
$4.77M 0.4%
75,980
+180
82
$4.76M 0.4%
+97,200
83
$4.75M 0.4%
162,706
84
$4.75M 0.4%
9,300
+150
85
$4.68M 0.4%
506,300
86
$4.67M 0.39%
130,400
+99,200
87
$4.67M 0.39%
+77,500
88
$4.64M 0.39%
+42,460
89
$4.63M 0.39%
+58,900
90
$4.62M 0.39%
118,800
-17,100
91
$4.62M 0.39%
173,700
92
$4.62M 0.39%
136,000
-12,000
93
$4.6M 0.39%
226,400
+1,000
94
$4.57M 0.39%
254,700
+1,100
95
$4.53M 0.38%
189,254
+184,554
96
$4.49M 0.38%
215,016
97
$4.48M 0.38%
+257,100
98
$4.48M 0.38%
609,980
+96,380
99
$4.45M 0.38%
+120,800
100
$4.43M 0.37%
169,400
-24,900
2 3
4
5 6