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
$465M
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$2.24M
3 +$2.06M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.91M
5
TRMK icon
Trustmark
TRMK
+$1.85M

Sector Composition

1 Technology 11.01%
2 Healthcare 8.26%
3 Financials 8.09%
4 Consumer Staples 4.7%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$13K ﹤0.01%
350
427
$13K ﹤0.01%
+525
428
$13K ﹤0.01%
475
429
$12K ﹤0.01%
125
-91
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$12K ﹤0.01%
418
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$12K ﹤0.01%
54
432
$12K ﹤0.01%
138
433
$12K ﹤0.01%
81
434
$12K ﹤0.01%
+1,028
435
$12K ﹤0.01%
+88
436
$11K ﹤0.01%
175
437
$11K ﹤0.01%
23
438
$11K ﹤0.01%
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110
+60
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$11K ﹤0.01%
148
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$11K ﹤0.01%
358
442
$11K ﹤0.01%
186
443
$10K ﹤0.01%
189
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$10K ﹤0.01%
1,100
445
$9K ﹤0.01%
306
446
$9K ﹤0.01%
250
447
$9K ﹤0.01%
+856
448
$9K ﹤0.01%
343
449
$9K ﹤0.01%
+302
450
$8K ﹤0.01%
+43