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
151
$317K 0.05%
2,481
-165
152
$315K 0.05%
2,215
-14
153
$312K 0.05%
1,773
+396
154
$308K 0.05%
3,964
-13,101
155
$307K 0.04%
2,744
+2,500
156
$307K 0.04%
505
-47
157
$300K 0.04%
6,145
+935
158
$300K 0.04%
3,650
+1,215
159
$295K 0.04%
3,290
+3,180
160
$291K 0.04%
4,077
+30
161
$290K 0.04%
11,938
-3,731
162
$290K 0.04%
1,677
-45
163
$287K 0.04%
+15,540
164
$283K 0.04%
3,480
165
$279K 0.04%
1,150
166
$276K 0.04%
838
167
$275K 0.04%
3,360
168
$272K 0.04%
2,825
169
$270K 0.04%
7,310
-788
170
$269K 0.04%
1,495
-341
171
$264K 0.04%
484
-18
172
$262K 0.04%
1,157
173
$261K 0.04%
922
174
$260K 0.04%
982
-10
175
$257K 0.04%
1,102
-57
5 6
7
8 9