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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Sells

1 +$502K
2 +$440K
3 +$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K ﹤0.01%
35
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434
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50
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58
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28
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$6K ﹤0.01%
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447
$6K ﹤0.01%
58
448
$6K ﹤0.01%
48
449
$6K ﹤0.01%
7
450
$6K ﹤0.01%
153