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
$335M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$853K
3
+$698K
4
IBM icon
IBM
IBM
+$648K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$589K

Top Sells

1
+$655K
2
+$562K
3
+$503K
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$368K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$359K

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.4%
24,580
-1,398
52
$1.3M 0.39%
82,449
-5,979
53
$1.28M 0.38%
45,921
+6
54
$1.27M 0.38%
32,315
+3,993
55
$1.21M 0.36%
11,086
+14
56
$1.21M 0.36%
42,253
-7,972
57
$1.2M 0.36%
25,445
-1,539
58
$1.16M 0.35%
85,668
-2,836
59
$1.16M 0.34%
86,068
+9,089
60
$1.12M 0.33%
16,872
-842
61
$1.1M 0.33%
3,291
62
$1.09M 0.33%
32,015
-913
63
$1.09M 0.32%
6,598
+2,635
64
$1.05M 0.31%
7,037
-176
65
$1.02M 0.3%
23,512
-4,111
66
$1.02M 0.3%
11,834
+5,519
67
$999K 0.3%
7,375
-404
68
$994K 0.3%
19,188
-641
69
$991K 0.3%
38,367
-1,170
70
$957K 0.29%
8,592
+1,461
71
$956K 0.29%
18,060
+447
72
$947K 0.28%
44,179
-3,314
73
$940K 0.28%
11,687
-301
74
$938K 0.28%
4,122
+275
75
$907K 0.27%
16,141
+3,540
1 2
3
4 5