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
$220M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$806K
3
+$674K
4
STX icon
Seagate
STX
+$608K
5
WWW icon
Wolverine World Wide
WWW
+$398K

Top Sells

1
+$560K
2
+$444K
3
+$400K
4
POT
Potash Corp Of Saskatchewan
POT
+$343K
5
GLD icon
SPDR Gold Trust
GLD
+$311K

Sector Composition

1 Technology 15.23%
2 Healthcare 10.77%
3 Financials 9.99%
4 Communication Services 9.01%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.01%
27,978
-5,575
27
$2.21M 1%
84,974
+2,476
28
$2.14M 0.97%
37,981
+6,539
29
$2.14M 0.97%
29,975
+349
30
$2.13M 0.97%
76,215
-4,368
31
$1.95M 0.89%
25,019
-534
32
$1.87M 0.85%
28,466
-550
33
$1.86M 0.84%
50,686
-161
34
$1.82M 0.83%
48,000
-60
35
$1.81M 0.82%
39,610
-5,645
36
$1.79M 0.81%
119,329
-1,956
37
$1.75M 0.79%
53,474
-17,116
38
$1.73M 0.78%
61,645
+6,685
39
$1.54M 0.7%
10,677
+174
40
$1.51M 0.69%
50,347
+1,755
41
$1.5M 0.68%
83,590
-385
42
$1.46M 0.66%
28,993
+251
43
$1.43M 0.65%
21,633
+355
44
$1.37M 0.62%
13,355
-175
45
$1.34M 0.61%
17,468
+70
46
$1.32M 0.6%
8,835
-315
47
$1.29M 0.59%
16,277
+2,535
48
$1.28M 0.58%
259,555
-900
49
$1.22M 0.55%
24,220
+2,916
50
$1.18M 0.53%
5,067
-445
1
2
3 4 5