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
$220M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$806K
3
+$674K
4
STX icon
Seagate
STX
+$608K
5
WWW icon
Wolverine World Wide
WWW
+$398K

Top Sells

1
+$560K
2
+$444K
3
+$400K
4
POT
Potash Corp Of Saskatchewan
POT
+$343K
5
GLD icon
SPDR Gold Trust
GLD
+$311K

Sector Composition

1 Technology 15.23%
2 Healthcare 10.77%
3 Financials 9.99%
4 Communication Services 9.01%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$333K 0.15%
5,627
127
$330K 0.15%
37,850
+17,830
128
$326K 0.15%
328
-2
129
$319K 0.14%
8,865
-1,550
130
$314K 0.14%
67,197
-19,373
131
$305K 0.14%
21,694
-3,658
132
$301K 0.14%
35,024
-2,020
133
$300K 0.14%
4,442
+671
134
$295K 0.13%
9,372
135
$280K 0.13%
8,615
136
$279K 0.13%
22,552
-490
137
$270K 0.12%
10,228
-800
138
$267K 0.12%
2,123
139
$261K 0.12%
16,205
140
$259K 0.12%
15,015
-140
141
$258K 0.12%
23,831
-5,219
142
$257K 0.12%
1,750
143
$251K 0.11%
1,226
+1,000
144
$239K 0.11%
17,805
-215
145
$238K 0.11%
4,047
-183
146
$238K 0.11%
3,046
+2,536
147
$237K 0.11%
6,135
-665
148
$236K 0.11%
12,875
-245
149
$236K 0.11%
1,195
-75
150
$236K 0.11%
4,950
+197
4 5
6
7 8