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
276
$65K 0.01%
261
277
$64K 0.01%
136
-10
278
$63K 0.01%
4,983
-233
279
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262
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280
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865
-889
281
$62K 0.01%
413
282
$61K 0.01%
3,600
283
$61K 0.01%
410
284
$60K 0.01%
1,402
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285
$59K 0.01%
2,424
-1
286
$59K 0.01%
268
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287
$59K 0.01%
16,664
288
$58K 0.01%
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289
$58K 0.01%
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290
$56K 0.01%
1,193
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291
$55K 0.01%
302
292
$55K 0.01%
184
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293
$53K 0.01%
526
294
$53K 0.01%
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295
$51K 0.01%
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296
$50K 0.01%
1,051
297
$49K 0.01%
438
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298
$49K 0.01%
+485
299
$49K 0.01%
711
300
$49K 0.01%
1,298
-450
10 11
12
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