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
$1.25B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.85M
3
+$7.86M
4
BMO icon
Bank of Montreal
BMO
+$7.3M
5
WPM icon
Wheaton Precious Metals
WPM
+$7.21M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$9.83M
4
GIB icon
CGI
GIB
+$9.66M
5
OBE
Obsidian Energy
OBE
+$8.55M

Sector Composition

1 Financials 19.03%
2 Energy 18.64%
3 Technology 16.16%
4 Materials 10.88%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.58M 0.21%
52,561
-10,770
152
$2.53M 0.2%
173,600
153
$2.52M 0.2%
53,300
154
$2.51M 0.2%
35,975
-15,270
155
$2.42M 0.19%
327,947
156
$2.34M 0.19%
422,800
157
$1.99M 0.16%
38,398
+5,550
158
$1.98M 0.16%
76,715
+74,782
159
$1.95M 0.16%
308,300
160
$1.91M 0.15%
+208,341
161
$1.9M 0.15%
350,764
+279,964
162
$1.85M 0.15%
159,905
163
$1.79M 0.14%
47,412
+1,085
164
$1.75M 0.14%
114,514
+2,400
165
$1.68M 0.13%
12,301
-192
166
$1.63M 0.13%
198,660
-46,851
167
$1.58M 0.13%
176,518
+9,400
168
$1.55M 0.12%
110,556
+9,214
169
$1.55M 0.12%
6,034
-51
170
$1.5M 0.12%
+33,665
171
$1.36M 0.11%
185,150
172
$1.27M 0.1%
44,733
173
$1.26M 0.1%
11,580
+80
174
$1.23M 0.1%
80,841
-400
175
$1.21M 0.1%
459,087
+422,687
5 6
7
8 9