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
326
$46K 0.01%
485
327
$46K 0.01%
98
328
$45K 0.01%
1,300
-978
329
$44K 0.01%
1,118
+34
330
$44K 0.01%
1,050
331
$44K 0.01%
4,233
332
$43K 0.01%
1,016
333
$41K 0.01%
452
334
$41K 0.01%
918
335
$41K 0.01%
1,475
-448
336
$41K 0.01%
236
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337
$41K 0.01%
625
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338
$41K 0.01%
475
339
$41K 0.01%
692
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340
$40K 0.01%
163
341
$40K 0.01%
309
342
$39K 0.01%
511
+147
343
$39K 0.01%
325
344
$39K 0.01%
1,051
345
$38K 0.01%
360
-50
346
$37K 0.01%
+251
347
$37K 0.01%
306
348
$37K 0.01%
401
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349
$36K 0.01%
454
350
$36K 0.01%
1,952
12 13
14
15 16