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
$1.27B
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$25.3M
4
SU icon
Suncor Energy
SU
+$18.1M
5
TGB
Taseko Mines
TGB
+$17.7M

Top Sells

1
+$20.6M
2
+$20.2M
3
+$18.7M
4
MFC icon
Manulife Financial
MFC
+$12.2M
5
SHOP icon
Shopify
SHOP
+$12M

Sector Composition

1 Technology 19.23%
2 Materials 18.77%
3 Industrials 16.2%
4 Financials 10.2%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.53M 0.36%
122,626
-5,200
77
$4.51M 0.36%
36,510
+460
78
$4.46M 0.35%
67,550
-180,978
79
$4.45M 0.35%
190,250
+178,950
80
$4.45M 0.35%
51,870
-2,030
81
$4.42M 0.35%
87,500
-3,000
82
$4.37M 0.34%
553,400
+377,300
83
$4.36M 0.34%
+62,100
84
$4.34M 0.34%
+245,650
85
$4.32M 0.34%
47,770
-4,900
86
$4.32M 0.34%
+382,196
87
$4.3M 0.34%
120,727
+1,515
88
$4.28M 0.34%
51,480
+51,400
89
$4.21M 0.33%
70,030
-6,100
90
$4.18M 0.33%
96,600
-4,100
91
$4.15M 0.33%
+100,700
92
$4.14M 0.33%
+227,100
93
$4.13M 0.33%
67,640
-142,400
94
$4.04M 0.32%
+59,300
95
$4.04M 0.32%
111,900
-7,000
96
$4.01M 0.32%
58,227
-34,100
97
$3.98M 0.31%
21,840
+2,220
98
$3.97M 0.31%
202,800
-8,300
99
$3.95M 0.31%
47,370
+47,300
100
$3.95M 0.31%
140,172
-7,800
2 3
4
5 6