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
201
$148K 0.02%
2,450
-63
202
$145K 0.02%
2,370
203
$139K 0.02%
3,028
-20,670
204
$138K 0.02%
700
205
$136K 0.02%
670
206
$135K 0.02%
171
+3
207
$135K 0.02%
896
208
$132K 0.02%
1,504
209
$132K 0.02%
+772
210
$131K 0.02%
3,905
-962
211
$131K 0.02%
1,285
-252
212
$129K 0.02%
2,665
213
$129K 0.02%
157
214
$128K 0.02%
3,362
+16
215
$128K 0.02%
375
216
$126K 0.02%
2,373
-132
217
$126K 0.02%
496
218
$125K 0.02%
185
+63
219
$122K 0.02%
525
220
$122K 0.02%
2,378
+1
221
$122K 0.02%
626
-9
222
$119K 0.02%
392
+1
223
$119K 0.02%
2,330
-397
224
$118K 0.02%
850
+180
225
$118K 0.02%
1,658
7 8
9
10 11