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
251
$91K 0.02%
5,032
-88
252
$91K 0.02%
947
253
$88K 0.01%
985
254
$86K 0.01%
2,088
255
$85K 0.01%
877
-148
256
$83K 0.01%
227
257
$82K 0.01%
3,350
+140
258
$79K 0.01%
2,656
-1,507
259
$79K 0.01%
740
260
$78K 0.01%
1,459
261
$77K 0.01%
1,425
262
$77K 0.01%
1,537
263
$75K 0.01%
417
+55
264
$75K 0.01%
6,068
-607
265
$71K 0.01%
1,764
266
$71K 0.01%
2,746
+54
267
$69K 0.01%
628
268
$69K 0.01%
426
269
$69K 0.01%
625
+355
270
$68K 0.01%
2,034
-415
271
$68K 0.01%
324
-113
272
$66K 0.01%
846
+2
273
$66K 0.01%
499
274
$65K 0.01%
260
+10
275
$65K 0.01%
837
-130
9 10
11
12 13