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
$402M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$900K
5
TD icon
Toronto Dominion Bank
TD
+$862K

Top Sells

1
+$275K
2
+$215K
3
+$189K
4
OKE icon
Oneok
OKE
+$166K
5
VTR icon
Ventas
VTR
+$162K

Sector Composition

1 Technology 13.31%
2 Healthcare 7.88%
3 Financials 6.44%
4 Communication Services 5.26%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 0.67%
13,872
+428
27
$2.6M 0.65%
119,557
+5,951
28
$2.55M 0.63%
18,359
+3,817
29
$2.54M 0.63%
4,770
+609
30
$2.52M 0.63%
35,894
+5,483
31
$2.5M 0.62%
15,899
+1,961
32
$2.48M 0.62%
40,024
+482
33
$2.44M 0.61%
26,617
-1,126
34
$2.44M 0.61%
30,305
+7,008
35
$2.43M 0.6%
44,108
+4,015
36
$2.36M 0.59%
116,850
-2,785
37
$2.33M 0.58%
13,983
-690
38
$2.21M 0.55%
18,397
+1,430
39
$2.2M 0.55%
40,693
+8,378
40
$2.11M 0.52%
163,077
-14,638
41
$2.02M 0.5%
17,252
+1,209
42
$2M 0.5%
33,702
+5,869
43
$1.95M 0.48%
8,918
+1,533
44
$1.92M 0.48%
10,559
-699
45
$1.9M 0.47%
10,546
-173
46
$1.9M 0.47%
7,303
-71
47
$1.86M 0.46%
80,540
-5,128
48
$1.81M 0.45%
20,680
+2,260
49
$1.8M 0.45%
10,111
+30
50
$1.8M 0.45%
16,451
+5,365
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