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
151
$289K 0.05%
10,427
152
$287K 0.05%
867
153
$285K 0.05%
4,363
+112
154
$282K 0.05%
14,741
-10
155
$279K 0.05%
1,737
156
$277K 0.05%
1,223
-13
157
$276K 0.05%
2,953
-1,383
158
$268K 0.04%
592
-33
159
$263K 0.04%
3,360
160
$263K 0.04%
5,577
-662
161
$261K 0.04%
1,184
-50
162
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4,370
163
$254K 0.04%
1,157
164
$254K 0.04%
475
165
$254K 0.04%
7,889
-1,411
166
$250K 0.04%
567
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167
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5,453
-4
168
$234K 0.04%
459
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169
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170
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5,787
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171
$222K 0.04%
3,259
172
$221K 0.04%
2,540
173
$217K 0.04%
3,127
174
$215K 0.04%
1,384
175
$208K 0.03%
1,234
5 6
7
8 9