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
301
$45K 0.01%
302
302
$45K 0.01%
1,250
303
$45K 0.01%
+993
304
$45K 0.01%
582
305
$44K 0.01%
390
306
$44K 0.01%
711
307
$44K 0.01%
881
308
$42K 0.01%
251
-36
309
$42K 0.01%
2,340
310
$42K 0.01%
250
311
$41K 0.01%
620
312
$41K 0.01%
526
313
$40K 0.01%
301
-16
314
$40K 0.01%
188
315
$38K 0.01%
169
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316
$37K 0.01%
208
317
$37K 0.01%
351
318
$37K 0.01%
931
-180
319
$36K 0.01%
395
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320
$36K 0.01%
235
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321
$36K 0.01%
366
322
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+177
323
$35K 0.01%
100
-26
324
$33K 0.01%
109
325
$33K 0.01%
437
-308
11 12
13
14 15