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
251
$103K 0.02%
1,471
-27
252
$103K 0.02%
2,372
253
$103K 0.02%
1,459
254
$102K 0.01%
+1,500
255
$101K 0.01%
2,086
+1
256
$101K 0.01%
339
257
$100K 0.01%
1,279
-1,389
258
$99K 0.01%
1,400
-881
259
$99K 0.01%
+1,600
260
$97K 0.01%
+2,000
261
$97K 0.01%
808
+282
262
$96K 0.01%
1,917
+380
263
$95K 0.01%
304
264
$95K 0.01%
811
265
$93K 0.01%
902
266
$92K 0.01%
3,845
+1,092
267
$91K 0.01%
373
-24
268
$91K 0.01%
3,434
-1,400
269
$91K 0.01%
1,208
270
$90K 0.01%
+6,000
271
$88K 0.01%
129
-8
272
$87K 0.01%
228
-89
273
$86K 0.01%
183
+165
274
$86K 0.01%
3,444
+39
275
$86K 0.01%
1,847
9 10
11
12 13