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
301
$47K 0.01%
107
302
$47K 0.01%
622
-104
303
$47K 0.01%
620
304
$46K 0.01%
188
305
$46K 0.01%
1,359
306
$46K 0.01%
390
307
$45K 0.01%
325
+75
308
$44K 0.01%
881
309
$43K 0.01%
+1,016
310
$43K 0.01%
475
311
$42K 0.01%
+1,058
312
$42K 0.01%
1,050
313
$42K 0.01%
397
314
$42K 0.01%
366
315
$41K 0.01%
454
316
$39K 0.01%
680
317
$39K 0.01%
498
318
$39K 0.01%
2,000
+1,700
319
$38K 0.01%
918
320
$37K 0.01%
313
321
$37K 0.01%
+425
322
$37K 0.01%
1,883
323
$37K 0.01%
752
-2,477
324
$35K 0.01%
396
325
$35K 0.01%
809
11 12
13
14 15