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
$685M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$4.88M
3
+$4.19M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
AAPL icon
Apple
AAPL
+$2.28M

Top Sells

1
+$1.02M
2
+$548K
3
+$268K
4
MCK icon
McKesson
MCK
+$246K
5
BA icon
Boeing
BA
+$222K

Sector Composition

1 Technology 13.07%
2 Healthcare 6.87%
3 Financials 6.42%
4 Consumer Staples 3.69%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$133K 0.02%
+669
227
$132K 0.02%
355
-20
228
$130K 0.02%
537
229
$130K 0.02%
+4,275
230
$126K 0.02%
300
231
$126K 0.02%
896
232
$126K 0.02%
1,751
+1,366
233
$125K 0.02%
1,108
234
$124K 0.02%
3,142
235
$120K 0.02%
2,281
236
$120K 0.02%
1,308
237
$118K 0.02%
2,000
238
$118K 0.02%
218
239
$117K 0.02%
1,141
+82
240
$117K 0.02%
573
241
$116K 0.02%
2,665
242
$116K 0.02%
+4,200
243
$113K 0.02%
+2,233
244
$113K 0.02%
1,097
245
$111K 0.02%
1,851
246
$109K 0.02%
985
247
$108K 0.02%
1,710
248
$107K 0.02%
1,074
249
$104K 0.02%
204
250
$104K 0.02%
2,088
8 9
10
11 12