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
$1.55B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.7M
3
+$11.2M
4
CLS icon
Celestica
CLS
+$11.2M
5
B
Barrick Mining
B
+$11.1M

Top Sells

1
+$22.4M
2
+$19.3M
3
+$16.4M
4
BTE icon
Baytex Energy
BTE
+$14.7M
5
BBU
Brookfield Business Partners
BBU
+$12M

Sector Composition

1 Energy 19.14%
2 Financials 18.55%
3 Technology 15.87%
4 Materials 12.56%
5 Industrials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.51M 0.1%
81,241
-1,000
177
$1.46M 0.09%
7,813
178
$1.43M 0.09%
552,288
+447,188
179
$1.39M 0.09%
31,425
+6,045
180
$1.33M 0.09%
44,733
-300
181
$1.31M 0.08%
86,645
-18,900
182
$1.29M 0.08%
18,000
-8,000
183
$1.23M 0.08%
43,000
-2,500
184
$1.2M 0.08%
84,165
185
$1.19M 0.08%
15,500
+10,180
186
$1.18M 0.08%
5,700
187
$1.18M 0.08%
13,500
188
$1.17M 0.08%
18,700
189
$1.16M 0.08%
47,700
190
$1.16M 0.07%
9,600
-2,500
191
$1.16M 0.07%
8,900
192
$1.14M 0.07%
12,300
193
$1.13M 0.07%
+159,905
194
$1.11M 0.07%
26,800
-2,000
195
$1.11M 0.07%
17,700
196
$1.1M 0.07%
22,275
-9,500
197
$1.09M 0.07%
68,500
198
$1.09M 0.07%
19,700
199
$1.08M 0.07%
15,460
200
$1.08M 0.07%
+30,900
6 7
8
9 10