HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$794M
1-Year Est. Return
17.37%
1 Year Est. Return
+17.37%
AUM
$794M
AUM Growth
+$46.8M
(+6.3%)
Holding
531
Top Buys
| 1 | +$5.17M | |
| 2 | +$3.04M | |
| 3 | +$2.78M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$888K |
| 5 |
Intuitive Surgical
ISRG
|
+$597K |
Top Sells
| 1 | +$2.95M | |
| 2 | +$1.37M | |
| 3 | +$1.34M | |
| 4 |
Microsoft
MSFT
|
+$934K |
| 5 |
Seagate
STX
|
+$780K |
Sector Composition
| 1 | Technology | 14.89% |
| 2 | Financials | 6.85% |
| 3 | Healthcare | 5.66% |
| 4 | Industrials | 3.12% |
| 5 | Consumer Staples | 2.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZIMV
526
DELISTED
ZimVie
ZIMV
| – | – |
-2
|
|
||
527
Solventum
SOLV
$14.9B
| – | – |
-50
|
|
||
|
AMTM
528
Amentum Holdings
AMTM
$6.94B
| – | – |
-18
|
|
||
|
HIT
529
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
| – | – |
-620
|
|
||
530
iShares US Healthcare ETF
IYH
$3.54B
| – | – |
-2,370
|
|