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
26
$4.82M 0.7%
139,788
27
$4.68M 0.68%
47,420
-441
28
$4.5M 0.66%
50,057
+1,253
29
$4.3M 0.63%
15,636
+1,973
30
$4.28M 0.63%
69,367
+13,940
31
$4.25M 0.62%
14,061
+499
32
$3.96M 0.58%
6,720
+155
33
$3.91M 0.57%
154,389
+15,268
34
$3.7M 0.54%
21,704
+6,772
35
$3.69M 0.54%
43,408
-987
36
$3.61M 0.53%
50,431
+6,917
37
$3.44M 0.5%
16,251
-121
38
$3.37M 0.49%
25,398
+12,522
39
$3.35M 0.49%
15,981
+7,126
40
$3.33M 0.49%
101,750
+6,375
41
$3.22M 0.47%
27,080
+2,368
42
$3.17M 0.46%
3,840
+578
43
$3.13M 0.46%
60,122
+3,018
44
$3.09M 0.45%
9,925
+8,405
45
$3.04M 0.44%
72,758
+7,477
46
$3.03M 0.44%
78,937
+3,527
47
$2.75M 0.4%
8,342
-35
48
$2.72M 0.4%
18,303
+1,620
49
$2.69M 0.39%
15,760
-1,301
50
$2.66M 0.39%
9,239
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