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
$220M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$806K
3
+$674K
4
STX icon
Seagate
STX
+$608K
5
WWW icon
Wolverine World Wide
WWW
+$398K

Top Sells

1
+$560K
2
+$444K
3
+$400K
4
POT
Potash Corp Of Saskatchewan
POT
+$343K
5
GLD icon
SPDR Gold Trust
GLD
+$311K

Sector Composition

1 Technology 15.23%
2 Healthcare 10.77%
3 Financials 9.99%
4 Communication Services 9.01%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.53%
18,130
-131
52
$1.16M 0.52%
34,040
53
$1.15M 0.52%
16,462
+935
54
$1.12M 0.51%
27,050
-101
55
$1.11M 0.51%
21,908
-172
56
$1.1M 0.5%
181,690
+1,785
57
$1.07M 0.49%
5,685
-70
58
$1.05M 0.48%
21,908
+670
59
$1.04M 0.47%
21,473
+591
60
$1.03M 0.47%
34,845
+715
61
$1.02M 0.46%
9,058
-10
62
$1M 0.45%
36,939
-1,200
63
$994K 0.45%
58,070
-20,010
64
$994K 0.45%
23,423
-250
65
$968K 0.44%
14,241
+11,855
66
$967K 0.44%
38,446
-515
67
$950K 0.43%
23,348
-400
68
$913K 0.41%
19,564
+113
69
$866K 0.39%
11,902
-120
70
$856K 0.39%
32,544
+468
71
$830K 0.38%
87,694
-29,450
72
$805K 0.37%
7,336
-200
73
$796K 0.36%
17,741
-662
74
$788K 0.36%
6,987
-48
75
$787K 0.36%
93,162
-2,225
1 2
3
4 5