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
$1.1B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$17.6M
4
HBM icon
Hudbay
HBM
+$16.3M
5
BCE icon
BCE
BCE
+$15.1M

Top Sells

1
+$12.8M
2
+$10.3M
3
+$9.5M
4
ERF
Enerplus Corporation
ERF
+$8.38M
5
RCI icon
Rogers Communications
RCI
+$7.78M

Sector Composition

1 Financials 24.63%
2 Materials 13.3%
3 Energy 10.4%
4 Industrials 9.41%
5 Technology 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.8M 0.16%
33,400
127
$1.79M 0.16%
52,100
-200
128
$1.79M 0.16%
94,500
129
$1.78M 0.16%
+82,904
130
$1.78M 0.16%
104,400
131
$1.78M 0.16%
86,800
+64,300
132
$1.77M 0.16%
13,870
+3,020
133
$1.77M 0.16%
+92,941
134
$1.74M 0.16%
43,130
135
$1.73M 0.16%
35,000
136
$1.72M 0.16%
16,370
137
$1.67M 0.15%
41,500
138
$1.65M 0.15%
60,839
+59,239
139
$1.65M 0.15%
47,800
-80
140
$1.6M 0.15%
48,500
141
$1.59M 0.14%
34,190
142
$1.51M 0.14%
44,100
143
$1.47M 0.13%
217,700
-2,000
144
$1.46M 0.13%
53,600
145
$1.45M 0.13%
190,797
-50,112
146
$1.44M 0.13%
77,490
147
$1.43M 0.13%
63,200
148
$1.41M 0.13%
165,200
+1,000
149
$1.41M 0.13%
71,500
150
$1.4M 0.13%
3,230
4 5
6
7 8