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
$685M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$4.88M
3
+$4.19M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
AAPL icon
Apple
AAPL
+$2.28M

Top Sells

1
+$1.02M
2
+$548K
3
+$268K
4
MCK icon
McKesson
MCK
+$246K
5
BA icon
Boeing
BA
+$222K

Sector Composition

1 Technology 13.07%
2 Healthcare 6.87%
3 Financials 6.42%
4 Consumer Staples 3.69%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.39%
51,259
+1,568
52
$2.52M 0.37%
15,227
+1,349
53
$2.23M 0.33%
13,330
+12,970
54
$2.15M 0.31%
3,493
+437
55
$2.14M 0.31%
3,182
-365
56
$2.08M 0.3%
18,983
+6,956
57
$2.06M 0.3%
15,639
+1,349
58
$2.05M 0.3%
44,509
+445
59
$2.02M 0.29%
30,532
+1,711
60
$2.01M 0.29%
22,902
+10,293
61
$2M 0.29%
16,429
+1,603
62
$1.96M 0.29%
11,141
+1,366
63
$1.82M 0.27%
4,901
-8
64
$1.79M 0.26%
94,432
+13,805
65
$1.76M 0.26%
3,149
66
$1.74M 0.25%
68,540
-3,420
67
$1.73M 0.25%
3,370
68
$1.73M 0.25%
5,868
+1,944
69
$1.5M 0.22%
4,800
+1,126
70
$1.37M 0.2%
30,204
+4,703
71
$1.36M 0.2%
5,158
+173
72
$1.31M 0.19%
10,362
-178
73
$1.29M 0.19%
6,449
+2,668
74
$1.28M 0.19%
2,734
+75
75
$1.21M 0.18%
26,511
-1,033
1 2
3
4 5