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
$208M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$849K
3 +$811K
4
VTR icon
Ventas
VTR
+$738K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$539K

Top Sells

1 +$1.95M
2 +$1.11M
3 +$530K
4
BAX icon
Baxter International
BAX
+$522K
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$450K

Sector Composition

1 Technology 14.99%
2 Healthcare 10.57%
3 Financials 10.04%
4 Communication Services 9.27%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$5K ﹤0.01%
383
402
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403
$4K ﹤0.01%
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+50
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38
406
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$3K ﹤0.01%
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409
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+50
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470
411
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116
412
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$3K ﹤0.01%
+25
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$3K ﹤0.01%
+28
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$3K ﹤0.01%
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50
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100
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$2K ﹤0.01%
54
424
$2K ﹤0.01%
+240
425
$2K ﹤0.01%
315
-34,685