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
201
$112K 0.05%
2,320
202
$109K 0.05%
2,024
203
$106K 0.05%
6,508
-1,015
204
$105K 0.05%
2,767
205
$104K 0.05%
1,613
206
$104K 0.05%
8,530
-974
207
$103K 0.05%
687
208
$102K 0.05%
1,766
209
$102K 0.05%
844
-87
210
$100K 0.05%
40,135
-14,765
211
$99K 0.04%
1,490
212
$99K 0.04%
3,910
-695
213
$97K 0.04%
2,920
214
$96K 0.04%
1,130
215
$95K 0.04%
+5,512
216
$95K 0.04%
1,836
+306
217
$92K 0.04%
2,125
+469
218
$89K 0.04%
1,426
-556
219
$88K 0.04%
1,300
-16
220
$88K 0.04%
1,550
221
$85K 0.04%
1,880
-270
222
$84K 0.04%
2,830
223
$84K 0.04%
339
224
$84K 0.04%
3,691
225
$83K 0.04%
5,745
+735
7 8
9
10 11