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

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
376
$9K ﹤0.01%
120
377
$8K ﹤0.01%
343
378
$8K ﹤0.01%
59
379
$8K ﹤0.01%
79
380
$7K ﹤0.01%
1,163
381
$7K ﹤0.01%
+55
382
$7K ﹤0.01%
400
383
$7K ﹤0.01%
43
384
$6K ﹤0.01%
119
385
$6K ﹤0.01%
80
+55
386
$6K ﹤0.01%
153
387
$6K ﹤0.01%
+97
388
$6K ﹤0.01%
183
389
$5K ﹤0.01%
27
390
$5K ﹤0.01%
200
391
$5K ﹤0.01%
103
+1
392
$5K ﹤0.01%
104
393
$4K ﹤0.01%
290
-7,880
394
$4K ﹤0.01%
54
395
$4K ﹤0.01%
45
396
$4K ﹤0.01%
324
397
$4K ﹤0.01%
320
398
$3K ﹤0.01%
30
399
$3K ﹤0.01%
165
-2,099
400
$3K ﹤0.01%
450