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
276
$86K 0.01%
438
+136
277
$85K 0.01%
+1,350
278
$84K 0.01%
508
279
$82K 0.01%
227
280
$79K 0.01%
499
281
$77K 0.01%
176
282
$77K 0.01%
2,022
283
$74K 0.01%
628
284
$72K 0.01%
702
285
$72K 0.01%
525
286
$71K 0.01%
1,764
287
$70K 0.01%
3,483
+1,600
288
$69K 0.01%
852
+142
289
$68K 0.01%
184
290
$66K 0.01%
261
291
$66K 0.01%
413
292
$65K 0.01%
1,369
-1,535
293
$63K 0.01%
1,298
294
$63K 0.01%
1,453
+1,000
295
$63K 0.01%
367
296
$62K 0.01%
390
297
$61K 0.01%
240
-32
298
$61K 0.01%
5,373
+1,850
299
$61K 0.01%
136
300
$59K 0.01%
+3,830
10 11
12
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