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
401
$14K ﹤0.01%
250
402
$14K ﹤0.01%
55
403
$14K ﹤0.01%
1,080
-3,402
404
$13K ﹤0.01%
169
-295
405
$13K ﹤0.01%
148
406
$13K ﹤0.01%
163
407
$13K ﹤0.01%
613
-624
408
$13K ﹤0.01%
475
409
$12K ﹤0.01%
275
-200
410
$12K ﹤0.01%
418
411
$12K ﹤0.01%
54
412
$12K ﹤0.01%
275
-621
413
$12K ﹤0.01%
73
414
$12K ﹤0.01%
4,521
415
$11K ﹤0.01%
4
416
$11K ﹤0.01%
81
417
$11K ﹤0.01%
175
418
$11K ﹤0.01%
525
419
$11K ﹤0.01%
+325
420
$11K ﹤0.01%
295
-41
421
$10K ﹤0.01%
324
-465
422
$9K ﹤0.01%
1,100
423
$9K ﹤0.01%
136
-50
424
$8K ﹤0.01%
320
425
$8K ﹤0.01%
343
15 16
17
18 19