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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.1M
3
+$4.93M
4
VZ icon
Verizon
VZ
+$4.75M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.94%
2 Financials 11.61%
3 Healthcare 11.55%
4 Energy 10.41%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.63%
+30,666
52
$1.15M 0.63%
+13,353
53
$1.11M 0.61%
+19,200
54
$1.06M 0.58%
+14,585
55
$1.04M 0.57%
+23,508
56
$1.01M 0.55%
+9,897
57
$1.01M 0.55%
+12,711
58
$1M 0.55%
+27,734
59
$1M 0.55%
+8,932
60
$961K 0.53%
+48,500
61
$926K 0.51%
+4,099
62
$911K 0.5%
+12,714
63
$910K 0.5%
+16,416
64
$895K 0.49%
+118,325
65
$883K 0.48%
+22,536
66
$871K 0.48%
+51,800
67
$866K 0.47%
+32,561
68
$854K 0.47%
+27,695
69
$850K 0.46%
+16,932
70
$838K 0.46%
+36,140
71
$837K 0.46%
+7,071
72
$834K 0.46%
+24,658
73
$826K 0.45%
+35,230
74
$826K 0.45%
+10,338
75
$760K 0.42%
+27,641
1 2
3
4 5