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
326
$33K 0.01%
1,490
-334
327
$32K 0.01%
100
-9
328
$32K 0.01%
2,000
329
$32K 0.01%
166
-5
330
$31K 0.01%
270
-165
331
$31K 0.01%
452
332
$30K 0.01%
179
-41
333
$29K 0.01%
144
+108
334
$28K 0.01%
172
335
$28K 0.01%
809
336
$28K 0.01%
1,870
337
$28K 0.01%
396
338
$28K 0.01%
634
339
$28K 0.01%
+148
340
$28K 0.01%
386
341
$28K 0.01%
+500
342
$28K 0.01%
800
343
$27K 0.01%
+168
344
$27K 0.01%
613
345
$27K 0.01%
121
-2
346
$27K 0.01%
145
347
$26K 0.01%
328
348
$26K 0.01%
640
349
$26K 0.01%
454
350
$25K 0.01%
103
-100
12 13
14
15 16