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
376
$24K ﹤0.01%
297
377
$24K ﹤0.01%
150
378
$23K ﹤0.01%
5,000
-1,000
379
$23K ﹤0.01%
150
380
$23K ﹤0.01%
5
381
$23K ﹤0.01%
83
-23
382
$23K ﹤0.01%
151
383
$23K ﹤0.01%
150
384
$22K ﹤0.01%
+1,430
385
$22K ﹤0.01%
119
386
$21K ﹤0.01%
180
387
$21K ﹤0.01%
+418
388
$20K ﹤0.01%
640
389
$19K ﹤0.01%
+329
390
$19K ﹤0.01%
+165
391
$19K ﹤0.01%
300
392
$19K ﹤0.01%
326
393
$19K ﹤0.01%
+226
394
$19K ﹤0.01%
510
395
$19K ﹤0.01%
234
396
$18K ﹤0.01%
171
397
$18K ﹤0.01%
+190
398
$18K ﹤0.01%
323
399
$18K ﹤0.01%
353
400
$18K ﹤0.01%
108
14 15
16
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