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
101
$567K 0.1%
6,953
-190
102
$560K 0.09%
3,070
-78
103
$555K 0.09%
14,841
+2,108
104
$536K 0.09%
7,325
105
$535K 0.09%
1,625
-7
106
$528K 0.09%
10,365
-388
107
$524K 0.09%
3,715
-46
108
$517K 0.09%
3,767
-199
109
$515K 0.09%
18,139
-1,672
110
$511K 0.09%
7,096
-5,479
111
$497K 0.08%
1,592
+55
112
$485K 0.08%
6,231
-6,294
113
$483K 0.08%
2,133
114
$470K 0.08%
16,572
+1,151
115
$449K 0.08%
5,849
-2,371
116
$444K 0.07%
2,559
117
$434K 0.07%
6,016
-95
118
$422K 0.07%
13,620
-2,250
119
$415K 0.07%
1,110
-25
120
$413K 0.07%
3,671
+1,012
121
$403K 0.07%
4,156
122
$400K 0.07%
6,940
-1,208
123
$397K 0.07%
1,664
124
$395K 0.07%
7,185
-656
125
$390K 0.07%
1,983
-56
3 4
5
6 7