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
$197M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1 +$744K
2 +$565K
3 +$457K
4
PAY
Verifone Systems Inc
PAY
+$399K
5
POT
Potash Corp Of Saskatchewan
POT
+$346K

Top Sells

1 +$340K
2 +$161K
3 +$137K
4
IBB icon
iShares Biotechnology ETF
IBB
+$122K
5
TEX icon
Terex
TEX
+$101K

Sector Composition

1 Technology 15.72%
2 Healthcare 11.26%
3 Financials 11.15%
4 Energy 10.39%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$26K 0.01%
740
277
$25K 0.01%
+1,525
278
$25K 0.01%
100
279
$24K 0.01%
900
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$23K 0.01%
500
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281
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+1,200
282
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283
$23K 0.01%
460
284
$23K 0.01%
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285
$23K 0.01%
250
286
$23K 0.01%
345
287
$22K 0.01%
500
288
$22K 0.01%
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289
$22K 0.01%
450
290
$20K 0.01%
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291
$20K 0.01%
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292
$19K 0.01%
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293
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400
294
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$17K 0.01%
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300
$17K 0.01%
992