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
376
$19K ﹤0.01%
234
+199
377
$18K ﹤0.01%
6
378
$18K ﹤0.01%
150
379
$18K ﹤0.01%
326
+279
380
$18K ﹤0.01%
510
+441
381
$18K ﹤0.01%
+471
382
$17K ﹤0.01%
150
383
$17K ﹤0.01%
353
+302
384
$16K ﹤0.01%
+333
385
$16K ﹤0.01%
92
386
$16K ﹤0.01%
1,300
387
$16K ﹤0.01%
300
388
$16K ﹤0.01%
108
389
$15K ﹤0.01%
150
390
$15K ﹤0.01%
158
+136
391
$15K ﹤0.01%
202
-80
392
$15K ﹤0.01%
111
-27
393
$14K ﹤0.01%
100
394
$14K ﹤0.01%
100
395
$14K ﹤0.01%
54
396
$14K ﹤0.01%
316
397
$14K ﹤0.01%
62
398
$13K ﹤0.01%
149
399
$13K ﹤0.01%
432
400
$12K ﹤0.01%
76
-22
14 15
16
17 18