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
426
$8K ﹤0.01%
33
427
$8K ﹤0.01%
300
-6
428
$8K ﹤0.01%
400
429
$8K ﹤0.01%
183
430
$8K ﹤0.01%
43
431
$8K ﹤0.01%
+907
432
$7K ﹤0.01%
120
433
$7K ﹤0.01%
228
434
$6K ﹤0.01%
317
435
$6K ﹤0.01%
500
436
$6K ﹤0.01%
18
-94
437
$6K ﹤0.01%
91
438
$5K ﹤0.01%
98
439
$5K ﹤0.01%
65
440
$5K ﹤0.01%
238
441
$5K ﹤0.01%
40
442
$5K ﹤0.01%
112
443
$4K ﹤0.01%
226
444
$4K ﹤0.01%
24
-143
445
$4K ﹤0.01%
240
446
$3K ﹤0.01%
124
447
$2K ﹤0.01%
38
-23
448
$2K ﹤0.01%
483
449
$2K ﹤0.01%
200
450
$2K ﹤0.01%
12
-7,473
16 17
18
19 20