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
$402M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$900K
5
TD icon
Toronto Dominion Bank
TD
+$862K

Top Sells

1
+$275K
2
+$215K
3
+$189K
4
OKE icon
Oneok
OKE
+$166K
5
VTR icon
Ventas
VTR
+$162K

Sector Composition

1 Technology 13.31%
2 Healthcare 7.88%
3 Financials 6.44%
4 Communication Services 5.26%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
10
427
$1K ﹤0.01%
117
428
$1K ﹤0.01%
+22
429
$1K ﹤0.01%
+29
430
– –
-533
431
– –
-292
432
$0 ﹤0.01%
+25
433
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434
$0 ﹤0.01%
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435
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436
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4
437
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439
$0 ﹤0.01%
21
440
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-1,657
442
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443
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$0 ﹤0.01%
5
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$0 ﹤0.01%
8
446
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-100
447
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448
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449
– –
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14 15 16 17
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