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
101
$620K 0.09%
6,619
102
$615K 0.09%
34,041
+5,466
103
$614K 0.09%
21,995
+2,448
104
$609K 0.09%
8,973
+552
105
$607K 0.09%
1,081
106
$576K 0.08%
25,345
+13,543
107
$572K 0.08%
2,104
-34
108
$570K 0.08%
4,678
+4,200
109
$536K 0.08%
5,407
-45
110
$516K 0.08%
7,284
+833
111
$510K 0.07%
1,515
-110
112
$508K 0.07%
1,916
113
$505K 0.07%
4,528
+3,903
114
$497K 0.07%
6,205
-84
115
$494K 0.07%
2,391
+258
116
$490K 0.07%
8,617
-278
117
$485K 0.07%
3,708
118
$481K 0.07%
6,636
+1,286
119
$480K 0.07%
6,536
+1,810
120
$471K 0.07%
2,430
-223
121
$445K 0.07%
3,361
-85
122
$433K 0.06%
1,834
-90
123
$429K 0.06%
6,937
124
$429K 0.06%
5,851
-55
125
$429K 0.06%
863
-89
3 4
5
6 7