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
401
$18K ﹤0.01%
471
402
$17K ﹤0.01%
27
-16
403
$17K ﹤0.01%
+129
404
$16K ﹤0.01%
+439
405
$16K ﹤0.01%
266
406
$16K ﹤0.01%
107
407
$16K ﹤0.01%
75
408
$15K ﹤0.01%
100
409
$15K ﹤0.01%
150
410
$15K ﹤0.01%
1,300
411
$15K ﹤0.01%
158
412
$15K ﹤0.01%
356
413
$15K ﹤0.01%
620
+310
414
$14K ﹤0.01%
149
415
$13K ﹤0.01%
+187
416
$13K ﹤0.01%
50
417
$12K ﹤0.01%
80
418
$12K ﹤0.01%
65
419
$12K ﹤0.01%
400
420
$12K ﹤0.01%
576
421
$12K ﹤0.01%
+96
422
$12K ﹤0.01%
190
423
$12K ﹤0.01%
150
424
$11K ﹤0.01%
+4,000
425
$11K ﹤0.01%
+50
15 16
17
18 19