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
201
$839K 0.07%
26,100
-4,500
202
$838K 0.07%
3,600
-1,300
203
$834K 0.07%
+22,200
204
$829K 0.07%
+40,100
205
$821K 0.07%
24,800
-2,000
206
$820K 0.07%
26,412
207
$820K 0.07%
6,500
-1,000
208
$818K 0.07%
15,400
209
$816K 0.07%
8,956
-118
210
$810K 0.06%
63,669
-5,168
211
$808K 0.06%
+62,900
212
$805K 0.06%
+14,100
213
$801K 0.06%
+9,200
214
$796K 0.06%
+47,300
215
$791K 0.06%
+40,000
216
$790K 0.06%
+31,100
217
$789K 0.06%
24,500
218
$785K 0.06%
7,800
219
$783K 0.06%
+17,600
220
$776K 0.06%
16,000
221
$773K 0.06%
37,300
-3,000
222
$772K 0.06%
8,200
223
$770K 0.06%
9,500
224
$769K 0.06%
11,600
225
$769K 0.06%
+7,700
7 8
9
10 11