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
426
$10K ﹤0.01%
81
427
$10K ﹤0.01%
+155
428
$10K ﹤0.01%
339
429
$9K ﹤0.01%
44
430
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123
+1
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$8K ﹤0.01%
75
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+49
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31
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$7K ﹤0.01%
+710
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$6K ﹤0.01%
49
436
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500
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$5K ﹤0.01%
+8
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$5K ﹤0.01%
140
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30
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240
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$5K ﹤0.01%
+88
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$4K ﹤0.01%
5
+1
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$4K ﹤0.01%
77
449
$4K ﹤0.01%
+122
450
$4K ﹤0.01%
184