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
76
$1.06M 0.24%
2,563
-583
77
$1.05M 0.23%
8,852
+2,068
78
$1M 0.22%
38,495
-2,386
79
$985K 0.22%
5,401
-350
80
$934K 0.21%
9,374
-1,442
81
$918K 0.2%
23,742
-3,665
82
$878K 0.2%
7,965
-957
83
$856K 0.19%
4,991
-955
84
$843K 0.19%
12,097
-1,752
85
$817K 0.18%
24,568
-9,341
86
$778K 0.17%
20,812
-179
87
$762K 0.17%
17,620
88
$748K 0.17%
2,606
-1,862
89
$741K 0.16%
5,612
-1,708
90
$706K 0.16%
4,324
-1,075
91
$683K 0.15%
6,880
-895
92
$671K 0.15%
22,277
-3,966
93
$670K 0.15%
8,644
94
$652K 0.14%
2,210
+162
95
$652K 0.14%
13,260
-10,077
96
$644K 0.14%
33,442
-3,701
97
$640K 0.14%
12,331
-5,832
98
$624K 0.14%
4,833
-14
99
$619K 0.14%
11,150
-1,809
100
$612K 0.14%
11,464
-487
2 3
4
5 6