HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
+$8.7M
2
+$4.8M
3
+$4.15M
4
AVGO icon
Broadcom
AVGO
+$2.75M
5
AMGN icon
Amgen
AMGN
+$2.48M

Top Sells

1
+$1.08M
2
+$535K
3
+$269K
4
MCK icon
McKesson
MCK
+$226K
5
BA icon
Boeing
BA
+$225K

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
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