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
126
$389K 0.07%
7,270
-62
127
$383K 0.06%
1,971
+39
128
$374K 0.06%
475
-44
129
$370K 0.06%
6,386
130
$355K 0.06%
2,686
+317
131
$353K 0.06%
23,170
-925
132
$350K 0.06%
3,488
-293
133
$348K 0.06%
13,944
134
$346K 0.06%
4,461
135
$345K 0.06%
3,234
-16
136
$340K 0.06%
3,186
137
$336K 0.06%
1,567
138
$330K 0.06%
3,708
139
$329K 0.06%
2,060
140
$315K 0.05%
3,995
141
$312K 0.05%
4,408
+120
142
$309K 0.05%
9,240
143
$308K 0.05%
2,229
144
$307K 0.05%
2,176
+1,255
145
$306K 0.05%
9,499
-1,445
146
$302K 0.05%
6,221
147
$302K 0.05%
6,199
-4,098
148
$299K 0.05%
1,123
149
$294K 0.05%
581
+11
150
$291K 0.05%
3,710
-237
4 5
6
7 8