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
$597M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.23M
3
+$2.04M
4
IOT icon
Samsara
IOT
+$1.48M
5
PCOR icon
Procore
PCOR
+$1.42M

Top Sells

1
+$40M
2
+$7.38M
3
+$1.17M
4
INGR icon
Ingredion
INGR
+$1.04M
5
WPP icon
WPP
WPP
+$949K

Sector Composition

1 Technology 13.02%
2 Healthcare 6.08%
3 Financials 5.56%
4 Consumer Staples 3.63%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.02%
1,851
-86
227
$117K 0.02%
3,142
228
$115K 0.02%
1,375
+1
229
$114K 0.02%
702
230
$113K 0.02%
932
231
$112K 0.02%
194
232
$110K 0.02%
+1,074
233
$107K 0.02%
2,080
+3
234
$105K 0.02%
1,108
235
$105K 0.02%
573
236
$104K 0.02%
650
+60
237
$102K 0.02%
2,000
238
$102K 0.02%
1,000
-457
239
$101K 0.02%
1,059
240
$99K 0.02%
902
241
$98K 0.02%
339
242
$96K 0.02%
1,071
243
$96K 0.02%
1,602
244
$96K 0.02%
1,710
245
$96K 0.02%
397
246
$95K 0.02%
2,378
247
$95K 0.02%
176
248
$94K 0.02%
3,612
249
$93K 0.02%
167
-16
250
$93K 0.02%
3,768
-402
8 9
10
11 12