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
$450M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.22M
3
+$672K
4
IFF icon
International Flavors & Fragrances
IFF
+$464K
5
KRC icon
Kilroy Realty
KRC
+$449K

Top Sells

1
+$1.81M
2
+$1.45M
3
+$1.39M
4
TSLA icon
Tesla
TSLA
+$1.25M
5
COST icon
Costco
COST
+$1.16M

Sector Composition

1 Technology 11.95%
2 Healthcare 7.21%
3 Financials 6.06%
4 Consumer Staples 4.08%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$63K 0.01%
157
277
$62K 0.01%
1,764
278
$61K 0.01%
+690
279
$60K 0.01%
892
280
$60K 0.01%
362
-29
281
$59K 0.01%
2,351
-178
282
$58K 0.01%
3,529
283
$58K 0.01%
474
284
$57K 0.01%
628
-9
285
$56K 0.01%
1,947
286
$55K 0.01%
413
287
$55K 0.01%
726
+3
288
$55K 0.01%
1,080
289
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362
290
$53K 0.01%
1,427
-1
291
$52K 0.01%
390
292
$51K 0.01%
318
+3
293
$51K 0.01%
207
-16
294
$51K 0.01%
9,963
+112
295
$49K 0.01%
1,196
296
$49K 0.01%
413
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297
$49K 0.01%
107
-21
298
$48K 0.01%
1,993
299
$48K 0.01%
611
+334
300
$48K 0.01%
543
-200
10 11
12
13 14