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
$597M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.23M
3
+$2.04M
4
IOT icon
Samsara
IOT
+$1.48M
5
PCOR icon
Procore
PCOR
+$1.42M

Top Sells

1
+$40M
2
+$7.38M
3
+$1.17M
4
INGR icon
Ingredion
INGR
+$1.04M
5
WPP icon
WPP
WPP
+$949K

Sector Composition

1 Technology 13.02%
2 Healthcare 6.08%
3 Financials 5.56%
4 Consumer Staples 3.63%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.35%
15,042
+804
52
$1.87M 0.31%
12,815
-414
53
$1.85M 0.31%
4,944
+102
54
$1.85M 0.31%
16,774
+90
55
$1.76M 0.29%
15,311
-9,047
56
$1.72M 0.29%
17,195
-297
57
$1.72M 0.29%
3,163
-92
58
$1.71M 0.29%
3,145
+99
59
$1.69M 0.28%
3,371
+76
60
$1.66M 0.28%
53,833
-1,231
61
$1.48M 0.25%
43,639
62
$1.42M 0.24%
+21,467
63
$1.42M 0.24%
35,453
-580
64
$1.42M 0.24%
4,727
-53
65
$1.32M 0.22%
29,673
+6,233
66
$1.26M 0.21%
7,369
-119
67
$1.26M 0.21%
74,185
-810
68
$1.19M 0.2%
28,928
-3,445
69
$1.17M 0.2%
14,983
70
$1.16M 0.19%
11,165
+92
71
$1.02M 0.17%
7,518
+205
72
$1M 0.17%
18,259
+884
73
$1M 0.17%
4,741
+4,705
74
$994K 0.17%
8,568
-3,395
75
$969K 0.16%
23,330
-6,652
1 2
3
4 5