HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
+7.31%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$580M
AUM Growth
+$50.6M
(+9.5%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
3.46%
Top 10 Holdings %
Top 10 Hldgs %
54.17%
Holding
535
New
63
Increased
97
Reduced
124
Closed
63
Top Buys
Top Sells
| 1 |
Trustmark
TRMK
|
+$3.9M |
| 2 |
SPLK
Splunk Inc
SPLK
|
+$2.85M |
| 3 |
WPP
WPP
|
+$1.89M |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.06M |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$446K |
Sector Composition
| 1 | Technology | 11.58% |
| 2 | Healthcare | 6.36% |
| 3 | Financials | 6.32% |
| 4 | Consumer Staples | 3.83% |
| 5 | Industrials | 3.68% |
