HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$794M
1-Year Est. Return
17.37%
1 Year Est. Return
+17.37%
AUM
$794M
AUM Growth
+$46.8M
(+6.3%)
Holding
531
Top Buys
| 1 | +$5.17M | |
| 2 | +$3.04M | |
| 3 | +$2.78M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$888K |
| 5 |
Intuitive Surgical
ISRG
|
+$597K |
Top Sells
| 1 | +$2.95M | |
| 2 | +$1.37M | |
| 3 | +$1.34M | |
| 4 |
Microsoft
MSFT
|
+$934K |
| 5 |
Seagate
STX
|
+$780K |
Sector Composition
| 1 | Technology | 14.89% |
| 2 | Financials | 6.85% |
| 3 | Healthcare | 5.66% |
| 4 | Industrials | 3.12% |
| 5 | Consumer Staples | 2.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Deere & Co
DE
$128B
| $1.17M | 0.15% |
2,568
-146
|
|
||
77
GE Aerospace
GE
$307B
| $1.16M | 0.15% |
3,868
-781
|
|
||
78
Xylem
XYL
$34.3B
| $1.16M | 0.15% |
7,862
-654
|
|
||
79
Dover
DOV
$25.6B
| $1.14M | 0.14% |
6,841
+59
|
|
||
80
Home Depot
HD
$360B
| $1.07M | 0.13% |
2,639
+29
|
|
||
81
Verizon
VZ
$172B
| $1.04M | 0.13% |
23,675
+196
|
|
||
82
AstraZeneca
AZN
$281B
| $984K | 0.12% |
12,832
-1,485
|
|
||
83
iShares Gold Trust
IAU
$65.9B
| $979K | 0.12% |
13,451
-135
|
|
||
84
PepsiCo
PEP
$205B
| $966K | 0.12% |
6,881
-127
|
|
||
85
Chevron
CVX
$306B
| $958K | 0.12% |
6,171
+679
|
|
||
86
Amkor Technology
AMKR
$9.3B
| $942K | 0.12% |
33,174
+18
|
|
||
87
East-West Bancorp
EWBC
$14.9B
| $873K | 0.11% |
8,199
+1,125
|
|
||
88
M&T Bank
MTB
$29.4B
| $846K | 0.11% |
4,283
-188
|
|
||
89
FedEx
FDX
$64.7B
| $840K | 0.11% |
3,562
-65
|
|
||
90
Eaton
ETN
$133B
| $805K | 0.1% |
2,150
+76
|
|
||
91
Bristol-Myers Squibb
BMY
$99.6B
| $786K | 0.1% |
17,421
-767
|
|
||
92
Air Products & Chemicals
APD
$58.4B
| $757K | 0.1% |
2,775
-1,122
|
|
||
93
MKS Inc
MKSI
$10.6B
| $743K | 0.09% |
6,005
-200
|
|
||
94
ConocoPhillips
COP
$112B
| $736K | 0.09% |
7,782
+159
|
|
||
95
iShares Core S&P 500 ETF
IVV
$732B
| $724K | 0.09% |
1,081
|
|
||
96
Brookfield Renewable
BEPC
$7.3B
| $714K | 0.09% |
20,737
-1,751
|
|
||
97
Technology Select Sector SPDR Fund
XLK
$93.8B
| $709K | 0.09% |
2,514
-5
|
|
||
98
TJX Companies
TJX
$170B
| $707K | 0.09% |
4,893
+169
|
|
||
99
Alliant Energy
LNT
$17.5B
| $671K | 0.08% |
9,951
-200
|
|
||
100
Trane Technologies
TT
$92B
| $650K | 0.08% |
1,541
+26
|
|