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
301
$59K 0.01%
2,424
302
$58K 0.01%
390
303
$58K 0.01%
2,175
+408
304
$56K 0.01%
275
305
$56K 0.01%
+629
306
$56K 0.01%
5,698
-100
307
$55K 0.01%
1,407
+831
308
$55K 0.01%
107
309
$54K 0.01%
689
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310
$54K 0.01%
600
311
$53K 0.01%
+1,130
312
$53K 0.01%
238
313
$51K 0.01%
3,600
314
$51K 0.01%
+400
315
$50K 0.01%
1,461
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316
$50K 0.01%
801
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317
$50K 0.01%
743
318
$49K 0.01%
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319
$49K 0.01%
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320
$49K 0.01%
711
321
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438
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322
$49K 0.01%
1,289
323
$49K 0.01%
188
324
$47K 0.01%
184
+130
325
$46K 0.01%
809
11 12
13
14 15