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
126
$529K 0.14%
4,567
+1,067
127
$526K 0.14%
15,885
128
$510K 0.13%
+31,500
129
$506K 0.13%
+7,420
130
$498K 0.13%
+59,500
131
$489K 0.13%
12,350
+7,500
132
$483K 0.12%
7,220
+900
133
$482K 0.12%
12,480
-1,000
134
$476K 0.12%
2,470
-300
135
$473K 0.12%
8,100
+1,600
136
$461K 0.12%
10,890
+590
137
$458K 0.12%
7,190
138
$456K 0.12%
22,080
-1,830
139
$437K 0.11%
21,200
-25,400
140
$437K 0.11%
6,280
+2,800
141
$425K 0.11%
9,100
142
$420K 0.11%
+21,300
143
$420K 0.11%
18,900
144
$420K 0.11%
11,600
145
$417K 0.11%
40,120
146
$414K 0.11%
13,450
+350
147
$412K 0.11%
2,403
-500
148
$412K 0.11%
2,470
149
$410K 0.11%
+20,900
150
$410K 0.11%
+30,300
4 5
6
7 8