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
76
$968K 0.16%
3,751
+90
77
$928K 0.16%
+49,391
78
$917K 0.15%
2,455
-7
79
$897K 0.15%
4,409
-38
80
$870K 0.15%
10,804
-14,489
81
$859K 0.14%
6,950
+950
82
$853K 0.14%
12,594
-438
83
$821K 0.14%
6,289
84
$813K 0.14%
7,109
85
$813K 0.14%
7,023
-215
86
$793K 0.13%
5,238
-577
87
$758K 0.13%
4,597
-459
88
$757K 0.13%
2,970
+7
89
$737K 0.12%
2,142
+126
90
$723K 0.12%
7,802
-1,107
91
$693K 0.12%
4,431
+242
92
$680K 0.11%
2,908
-26
93
$677K 0.11%
15,418
-1,073
94
$670K 0.11%
2,138
-86
95
$663K 0.11%
10,134
-118
96
$643K 0.11%
4,043
-982
97
$642K 0.11%
6,619
98
$628K 0.11%
2,712
-53
99
$592K 0.1%
1,081
100
$573K 0.1%
1,036
+155
2 3
4
5 6