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
126
$426K 0.06%
3,677
-150
127
$425K 0.06%
1,606
+483
128
$422K 0.06%
3,420
-140
129
$421K 0.06%
2,035
-25
130
$420K 0.06%
4,246
+90
131
$416K 0.06%
794
-98
132
$407K 0.06%
3,216
+182
133
$403K 0.06%
1,320
+654
134
$399K 0.06%
3,659
135
$380K 0.06%
3,633
+262
136
$379K 0.06%
13,393
+800
137
$373K 0.05%
2,559
138
$373K 0.05%
4,061
139
$370K 0.05%
13,944
140
$366K 0.05%
460
+33
141
$364K 0.05%
10,427
142
$364K 0.05%
12,416
-1,086
143
$361K 0.05%
3,680
+1,570
144
$352K 0.05%
5,076
145
$345K 0.05%
365
146
$343K 0.05%
4,597
-959
147
$335K 0.05%
612
-2
148
$327K 0.05%
4,843
149
$326K 0.05%
3,995
150
$324K 0.05%
6,007
-256
4 5
6
7 8