HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Quarter Est. Return
1 Year Est. Return
+50.09%
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 16.11%
4 Materials 10.88%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.18M 0.09%
84,165
177
$1.02M 0.08%
26,715
-4,710
178
$969K 0.08%
10,000
-8,000
179
$965K 0.08%
+8,800
180
$952K 0.08%
44,900
181
$933K 0.07%
9,700
-500
182
$928K 0.07%
31,500
-11,500
183
$922K 0.07%
17,300
184
$913K 0.07%
15,300
-1,000
185
$912K 0.07%
5,000
186
$909K 0.07%
19,235
-3,040
187
$908K 0.07%
23,200
188
$907K 0.07%
+71,499
189
$903K 0.07%
86,645
190
$901K 0.07%
9,800
191
$899K 0.07%
57,714
+52,814
192
$898K 0.07%
4,700
-1,000
193
$889K 0.07%
+31,700
194
$885K 0.07%
33,200
-6,000
195
$877K 0.07%
19,700
196
$869K 0.07%
+6,700
197
$866K 0.07%
45,700
-2,000
198
$859K 0.07%
12,600
199
$857K 0.07%
25,800
+400
200
$848K 0.07%
11,500
6 7
8
9 10