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
451
$3K ﹤0.01%
185
452
$3K ﹤0.01%
65
453
$3K ﹤0.01%
+83
454
$3K ﹤0.01%
116
455
$3K ﹤0.01%
12
456
$2K ﹤0.01%
+19
457
$2K ﹤0.01%
+38
458
$2K ﹤0.01%
55
-441
459
$2K ﹤0.01%
+81
460
$2K ﹤0.01%
200
461
$2K ﹤0.01%
+30
462
$1K ﹤0.01%
+500
463
$1K ﹤0.01%
54
464
$1K ﹤0.01%
+5
465
$1K ﹤0.01%
+500
466
– –
-1
467
– –
-303
468
– –
-1,071
469
– –
-250
470
– –
-27
471
– –
-268
472
– –
-333
473
– –
-327
474
– –
-100
475
– –
-240
16 17 18
19
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