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
351
$25K 0.01%
+126
352
$25K 0.01%
30
353
$25K 0.01%
312
354
$24K 0.01%
405
-162
355
$24K 0.01%
766
+12
356
$24K 0.01%
1,952
357
$24K 0.01%
364
358
$24K 0.01%
760
-35
359
$24K 0.01%
600
-750
360
$24K 0.01%
75
361
$23K 0.01%
300
362
$23K 0.01%
683
363
$22K ﹤0.01%
90
+66
364
$22K ﹤0.01%
63
+47
365
$21K ﹤0.01%
200
366
$21K ﹤0.01%
151
-23
367
$21K ﹤0.01%
60
-18
368
$21K ﹤0.01%
162
369
$21K ﹤0.01%
145
370
$21K ﹤0.01%
383
371
$20K ﹤0.01%
625
-313
372
$20K ﹤0.01%
528
-1,058
373
$20K ﹤0.01%
167
-9
374
$20K ﹤0.01%
1,035
375
$20K ﹤0.01%
208
-595
13 14
15
16 17