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
76
$1.17M 0.17%
6,632
+6,215
77
$1.15M 0.17%
18,897
-477
78
$1.06M 0.15%
17,661
+10,235
79
$1.05M 0.15%
14,351
-140
80
$1.05M 0.15%
3,915
+889
81
$1.01M 0.15%
8,439
+323
82
$981K 0.14%
16,474
+7,901
83
$957K 0.14%
2,610
+579
84
$940K 0.14%
6,269
+600
85
$939K 0.14%
3,850
+20
86
$933K 0.14%
3,941
+2,374
87
$931K 0.14%
6,886
-4,053
88
$919K 0.13%
5,492
-94
89
$856K 0.13%
7,895
+1,564
90
$827K 0.12%
14,027
-72
91
$811K 0.12%
7,723
-214
92
$800K 0.12%
7,198
+4,138
93
$799K 0.12%
4,471
-66
94
$768K 0.11%
26,080
+18,731
95
$736K 0.11%
8,199
+1,010
96
$683K 0.1%
1,380
+940
97
$680K 0.1%
5,762
-915
98
$672K 0.1%
2,933
99
$653K 0.1%
10,151
-122
100
$621K 0.09%
2,031
-161
2 3
4
5 6