HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $794M
1-Year Est. Return 17.37%
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.22M
3
+$672K
4
IFF icon
International Flavors & Fragrances
IFF
+$464K
5
KRC icon
Kilroy Realty
KRC
+$449K

Top Sells

1
+$1.81M
2
+$1.45M
3
+$1.39M
4
TSLA icon
Tesla
TSLA
+$1.25M
5
COST icon
Costco
COST
+$1.16M

Sector Composition

1 Technology 11.95%
2 Healthcare 7.21%
3 Financials 6.06%
4 Consumer Staples 4.08%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.02%
1,500
227
$107K 0.02%
6,679
228
$104K 0.02%
1,117
229
$103K 0.02%
3,285
+20
230
$103K 0.02%
700
231
$102K 0.02%
339
232
$99K 0.02%
1,125
-139
233
$99K 0.02%
148
234
$98K 0.02%
1,324
-94
235
$98K 0.02%
18,664
236
$97K 0.02%
1,510
+1,030
237
$96K 0.02%
573
238
$93K 0.02%
647
239
$91K 0.02%
4,170
240
$90K 0.02%
543
-52
241
$90K 0.02%
3,665
242
$89K 0.02%
412
-2
243
$89K 0.02%
894
244
$89K 0.02%
248
245
$88K 0.02%
3,612
-840
246
$88K 0.02%
417
-162
247
$87K 0.02%
2,000
248
$85K 0.02%
626
249
$85K 0.02%
1,318
250
$84K 0.02%
2,665
8 9
10
11 12