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
201
$343K 0.09%
19,800
+5,000
202
$342K 0.09%
+25,000
203
$341K 0.09%
16,400
204
$338K 0.09%
11,600
-7,100
205
$338K 0.09%
17,700
+3,000
206
$337K 0.09%
3,700
+200
207
$336K 0.09%
6,710
208
$336K 0.09%
18,600
209
$335K 0.09%
+56,913
210
$335K 0.09%
+18,400
211
$333K 0.09%
+2,900
212
$332K 0.09%
8,300
213
$329K 0.08%
2,940
-300
214
$327K 0.08%
+32,700
215
$327K 0.08%
19,000
+2,000
216
$325K 0.08%
18,900
+5,000
217
$323K 0.08%
+16,500
218
$319K 0.08%
7,900
219
$317K 0.08%
125,065
+51,229
220
$317K 0.08%
100,200
+7,000
221
$317K 0.08%
5,920
-500
222
$316K 0.08%
+4,500
223
$316K 0.08%
4,350
224
$315K 0.08%
2,300
+300
225
$315K 0.08%
+2,400
7 8
9
10 11