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
$271M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Sells

1 +$435K
2 +$188K
3 +$159K
4
EWBC icon
East-West Bancorp
EWBC
+$159K
5
MSFT icon
Microsoft
MSFT
+$158K

Sector Composition

1 Technology 15.1%
2 Financials 9.86%
3 Healthcare 9.76%
4 Industrials 8.72%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$14K 0.01%
252
402
$14K 0.01%
761
403
$13K ﹤0.01%
125
404
$13K ﹤0.01%
169
405
$13K ﹤0.01%
800
406
$13K ﹤0.01%
163
407
$13K ﹤0.01%
3,305
408
$13K ﹤0.01%
335
409
$12K ﹤0.01%
1,000
410
$12K ﹤0.01%
34
411
$12K ﹤0.01%
306
412
$12K ﹤0.01%
400
413
$11K ﹤0.01%
211
+1
414
$11K ﹤0.01%
1,087
415
$11K ﹤0.01%
384
-700
416
$10K ﹤0.01%
35
417
$10K ﹤0.01%
80
418
$10K ﹤0.01%
+300
419
$10K ﹤0.01%
175
420
$10K ﹤0.01%
81
421
$10K ﹤0.01%
450
422
$10K ﹤0.01%
+150
423
$9K ﹤0.01%
+100
424
$9K ﹤0.01%
189
425
$9K ﹤0.01%
275