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
in Stake 		Capital Flow
26
$4.2M 0.7%
+139,788
27
$3.87M 0.65%
138,165
+6,265
28
$3.75M 0.63%
47,613
+1,549
29
$3.68M 0.62%
13,767
-793
30
$3.62M 0.61%
17,912
+85
31
$3.59M 0.6%
6,370
+186
32
$3.34M 0.56%
15,653
+266
33
$3.32M 0.56%
34,829
+1,791
34
$3.2M 0.54%
17,572
-328
35
$3.15M 0.53%
12,357
+841
36
$3.12M 0.52%
108,165
+20,266
37
$3.11M 0.52%
48,832
-14,791
38
$3.08M 0.52%
3,407
+7
39
$2.91M 0.49%
8,725
-65
40
$2.74M 0.46%
57,730
-3,420
41
$2.73M 0.46%
57,750
-571
42
$2.65M 0.44%
84,998
+14,029
43
$2.52M 0.42%
11,200
-654
44
$2.51M 0.42%
21,814
+410
45
$2.5M 0.42%
15,963
-43
46
$2.42M 0.41%
4,141
-54
47
$2.36M 0.4%
45,410
-1,259
48
$2.29M 0.38%
13,896
+215
49
$2.12M 0.36%
62,961
+43,895
50
$2.12M 0.36%
9,866
-91
1
2
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