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
$402M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$900K
5
TD icon
Toronto Dominion Bank
TD
+$862K

Top Sells

1
+$275K
2
+$215K
3
+$189K
4
OKE icon
Oneok
OKE
+$166K
5
VTR icon
Ventas
VTR
+$162K

Sector Composition

1 Technology 13.31%
2 Healthcare 7.88%
3 Financials 6.44%
4 Communication Services 5.26%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.44%
49,584
+220
52
$1.66M 0.41%
33,829
-3,312
53
$1.63M 0.4%
23,465
-1,892
54
$1.57M 0.39%
27,918
+15,271
55
$1.57M 0.39%
7,365
+767
56
$1.53M 0.38%
14,326
+2,492
57
$1.51M 0.38%
15,298
-1,574
58
$1.49M 0.37%
29,924
+10,736
59
$1.46M 0.36%
43,614
+1,361
60
$1.42M 0.35%
45,930
+9
61
$1.3M 0.32%
78,751
-7,317
62
$1.25M 0.31%
9,801
+2,921
63
$1.24M 0.31%
8,822
+230
64
$1.23M 0.31%
7,073
+36
65
$1.23M 0.31%
3,291
66
$1.21M 0.3%
24,121
-459
67
$1.19M 0.3%
25,913
+468
68
$1.17M 0.29%
20,747
-2,765
69
$1.16M 0.29%
33,943
+1,928
70
$1.15M 0.28%
7,040
+1,520
71
$1.14M 0.28%
36,523
-1,844
72
$1.13M 0.28%
16,575
+1,857
73
$1.12M 0.28%
27,144
+5,095
74
$1.11M 0.28%
19,392
+1,332
75
$1.1M 0.27%
75,409
-7,040
1 2
3
4 5