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
$597M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.23M
3
+$2.04M
4
IOT icon
Samsara
IOT
+$1.48M
5
PCOR icon
Procore
PCOR
+$1.42M

Top Sells

1
+$40M
2
+$7.38M
3
+$1.17M
4
INGR icon
Ingredion
INGR
+$1.04M
5
WPP icon
WPP
WPP
+$949K

Sector Composition

1 Technology 13.02%
2 Healthcare 6.08%
3 Financials 5.56%
4 Consumer Staples 3.63%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$26K ﹤0.01%
475
352
$26K ﹤0.01%
364
353
$26K ﹤0.01%
4,104
-10,265
354
$25K ﹤0.01%
617
+10
355
$25K ﹤0.01%
369
-1,847
356
$24K ﹤0.01%
200
357
$24K ﹤0.01%
145
358
$23K ﹤0.01%
151
359
$22K ﹤0.01%
576
360
$22K ﹤0.01%
50
361
$22K ﹤0.01%
103
-100
362
$22K ﹤0.01%
+1,048
363
$21K ﹤0.01%
1,332
-1,331
364
$21K ﹤0.01%
140
+60
365
$21K ﹤0.01%
120
366
$20K ﹤0.01%
+5
367
$20K ﹤0.01%
340
-4,169
368
$20K ﹤0.01%
200
369
$20K ﹤0.01%
640
370
$20K ﹤0.01%
576
+76
371
$19K ﹤0.01%
528
372
$19K ﹤0.01%
453
373
$19K ﹤0.01%
328
374
$19K ﹤0.01%
4,150
375
$19K ﹤0.01%
+318
13 14
15
16 17