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
$335M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$853K
3
+$698K
4
IBM icon
IBM
IBM
+$648K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$589K

Top Sells

1
+$655K
2
+$562K
3
+$503K
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$368K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$359K

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
300
352
$13K ﹤0.01%
280
353
$13K ﹤0.01%
466
354
$13K ﹤0.01%
4,549
+182
355
$13K ﹤0.01%
4,610
-1,845
356
$13K ﹤0.01%
+384
357
$12K ﹤0.01%
54
358
$12K ﹤0.01%
+150
359
$12K ﹤0.01%
700
360
$12K ﹤0.01%
432
361
$11K ﹤0.01%
96
+1
362
$11K ﹤0.01%
47
-30
363
$11K ﹤0.01%
1,200
364
$11K ﹤0.01%
140
365
$10K ﹤0.01%
116
366
$10K ﹤0.01%
6
367
$10K ﹤0.01%
2,980
368
$10K ﹤0.01%
300
-195
369
$10K ﹤0.01%
40
370
$10K ﹤0.01%
186
-101
371
$9K ﹤0.01%
426
-147
372
$9K ﹤0.01%
552
-772
373
$9K ﹤0.01%
72
+1
374
$9K ﹤0.01%
321
375
$9K ﹤0.01%
266
+6
13 14
15
16 17