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
$597M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.23M
3
+$2.04M
4
IOT icon
Samsara
IOT
+$1.48M
5
PCOR icon
Procore
PCOR
+$1.42M

Top Sells

1
+$40M
2
+$7.38M
3
+$1.17M
4
INGR icon
Ingredion
INGR
+$1.04M
5
WPP icon
WPP
WPP
+$949K

Sector Composition

1 Technology 13.02%
2 Healthcare 6.08%
3 Financials 5.56%
4 Consumer Staples 3.63%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
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