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
$450M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.22M
3
+$672K
4
IFF icon
International Flavors & Fragrances
IFF
+$464K
5
KRC icon
Kilroy Realty
KRC
+$449K

Top Sells

1
+$1.81M
2
+$1.45M
3
+$1.39M
4
TSLA icon
Tesla
TSLA
+$1.25M
5
COST icon
Costco
COST
+$1.16M

Sector Composition

1 Technology 11.95%
2 Healthcare 7.21%
3 Financials 6.06%
4 Consumer Staples 4.08%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.43%
12,943
-4,038
52
$1.92M 0.43%
3,573
-627
53
$1.89M 0.42%
10,308
-25
54
$1.83M 0.41%
17,980
-540
55
$1.81M 0.4%
5,077
-215
56
$1.7M 0.38%
22,322
+351
57
$1.69M 0.38%
26,684
-542
58
$1.69M 0.37%
22,693
-2,159
59
$1.58M 0.35%
18,146
-9,633
60
$1.53M 0.34%
15,971
+1,106
61
$1.5M 0.33%
82,580
-305
62
$1.44M 0.32%
44,457
-513
63
$1.4M 0.31%
25,066
+13
64
$1.38M 0.31%
19,156
+935
65
$1.34M 0.3%
5,379
-3
66
$1.29M 0.29%
8,111
-590
67
$1.28M 0.28%
13,880
+5,042
68
$1.25M 0.28%
3,050
-1,231
69
$1.25M 0.28%
12,264
-240
70
$1.21M 0.27%
3,515
-28
71
$1.18M 0.26%
5,160
-257
72
$1.17M 0.26%
11,556
-5,794
73
$1.15M 0.26%
3,065
-170
74
$1.14M 0.25%
16,421
-292
75
$1.11M 0.25%
9,261
-3,876
1 2
3
4 5