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
$1.27B
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$25.3M
4
SU icon
Suncor Energy
SU
+$18.1M
5
TGB
Taseko Mines
TGB
+$17.7M

Top Sells

1
+$20.6M
2
+$20.2M
3
+$18.7M
4
MFC icon
Manulife Financial
MFC
+$12.2M
5
SHOP icon
Shopify
SHOP
+$12M

Sector Composition

1 Technology 19.23%
2 Materials 18.77%
3 Industrials 16.2%
4 Financials 10.2%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.64M 0.13%
61,186
+5,100
202
$1.62M 0.13%
19,307
-9,240
203
$1.5M 0.12%
+44,255
204
$1.49M 0.12%
+49,564
205
$1.49M 0.12%
+69,222
206
$1.44M 0.11%
6,104
+400
207
$1.35M 0.11%
19,691
-700
208
$1.34M 0.11%
2,408
+282
209
$1.31M 0.1%
6,552
-320
210
$1.29M 0.1%
59,198
+43,729
211
$1.28M 0.1%
3,840
+3,327
212
$1.26M 0.1%
476,137
-43,900
213
$1.12M 0.09%
+478,351
214
$1.11M 0.09%
4,315
+800
215
$1.07M 0.08%
164,800
-6,400
216
$1.01M 0.08%
21,300
+8,000
217
$1.01M 0.08%
346,459
-586,141
218
$981K 0.08%
161,665
+134,765
219
$978K 0.08%
154,972
-6,000
220
$965K 0.08%
6,601
+3,800
221
$922K 0.07%
4,560
+2,660
222
$882K 0.07%
974
+410
223
$873K 0.07%
2,535
+820
224
$844K 0.07%
6,550
-810
225
$830K 0.07%
6,500
-500
7 8
9
10 11