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
376
$20K ﹤0.01%
416
+71
377
$19K ﹤0.01%
185
+75
378
$19K ﹤0.01%
368
379
$19K ﹤0.01%
400
-205
380
$18K ﹤0.01%
453
381
$18K ﹤0.01%
500
382
$18K ﹤0.01%
69
-6
383
$18K ﹤0.01%
452
384
$18K ﹤0.01%
224
385
$17K ﹤0.01%
150
386
$17K ﹤0.01%
200
387
$17K ﹤0.01%
+202
388
$17K ﹤0.01%
1,890
-1,438
389
$17K ﹤0.01%
550
390
$16K ﹤0.01%
100
391
$16K ﹤0.01%
518
392
$16K ﹤0.01%
509
+39
393
$16K ﹤0.01%
3,844
394
$15K ﹤0.01%
132
395
$15K ﹤0.01%
1,300
396
$15K ﹤0.01%
98
-13
397
$15K ﹤0.01%
350
398
$15K ﹤0.01%
+154
399
$15K ﹤0.01%
202
400
$14K ﹤0.01%
31
-14
14 15
16
17 18