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
151
$402K 0.1%
20,600
152
$401K 0.1%
1,180
153
$399K 0.1%
104,800
154
$397K 0.1%
11,800
155
$397K 0.1%
13,500
+200
156
$396K 0.1%
1,735
157
$395K 0.1%
9,180
+3,600
158
$395K 0.1%
+2,870
159
$393K 0.1%
+7,700
160
$381K 0.1%
21,200
+5,000
161
$381K 0.1%
8,800
-300
162
$380K 0.1%
18,400
+4,000
163
$380K 0.1%
+5,100
164
$378K 0.1%
2,900
165
$377K 0.1%
14,800
-2,000
166
$377K 0.1%
12,300
167
$376K 0.1%
16,300
168
$376K 0.1%
9,500
169
$376K 0.1%
13,000
+2,000
170
$375K 0.1%
11,300
+1,000
171
$368K 0.09%
+36,000
172
$366K 0.09%
+9,300
173
$366K 0.09%
33,800
+6,000
174
$365K 0.09%
6,290
175
$364K 0.09%
13,184
-1,600
5 6
7
8 9