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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.1M
3
+$4.93M
4
VZ icon
Verizon
VZ
+$4.75M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.94%
2 Financials 11.61%
3 Healthcare 11.55%
4 Energy 10.41%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.1%
+172,815
27
$2M 1.09%
+43,436
28
$1.97M 1.08%
+56,678
29
$1.86M 1.02%
+41,663
30
$1.7M 0.93%
+28,138
31
$1.58M 0.86%
+89,316
32
$1.54M 0.84%
+54,179
33
$1.52M 0.83%
+27,802
34
$1.5M 0.82%
+32,506
35
$1.48M 0.81%
+38,047
36
$1.47M 0.8%
+28,567
37
$1.42M 0.77%
+82,755
38
$1.4M 0.77%
+88,195
39
$1.39M 0.76%
+22,237
40
$1.36M 0.74%
+39,560
41
$1.35M 0.74%
+24,220
42
$1.32M 0.72%
+23,738
43
$1.3M 0.71%
+48,187
44
$1.29M 0.71%
+16,145
45
$1.29M 0.71%
+49,120
46
$1.28M 0.7%
+24,687
47
$1.19M 0.65%
+31,764
48
$1.18M 0.65%
+278,805
49
$1.18M 0.64%
+22,794
50
$1.18M 0.64%
+30,830
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