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
351
$33K ﹤0.01%
163
352
$33K ﹤0.01%
396
353
$33K ﹤0.01%
521
-225
354
$32K ﹤0.01%
475
355
$32K ﹤0.01%
351
356
$31K ﹤0.01%
386
357
$31K ﹤0.01%
366
+54
358
$31K ﹤0.01%
263
359
$31K ﹤0.01%
140
360
$31K ﹤0.01%
613
361
$31K ﹤0.01%
827
+122
362
$31K ﹤0.01%
789
+465
363
$31K ﹤0.01%
+400
364
$30K ﹤0.01%
460
365
$30K ﹤0.01%
200
366
$30K ﹤0.01%
534
367
$29K ﹤0.01%
4,584
368
$29K ﹤0.01%
47
369
$28K ﹤0.01%
+362
370
$28K ﹤0.01%
1,100
-51
371
$28K ﹤0.01%
120
372
$27K ﹤0.01%
779
-1,448
373
$26K ﹤0.01%
200
374
$25K ﹤0.01%
523
-1,483
375
$25K ﹤0.01%
+166
13 14
15
16 17