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
201
$173K 0.03%
1,583
202
$169K 0.02%
3,184
-260
203
$164K 0.02%
3,282
-2,215
204
$158K 0.02%
915
-251
205
$157K 0.02%
608
-38
206
$153K 0.02%
657
207
$152K 0.02%
568
208
$152K 0.02%
2,400
-172
209
$151K 0.02%
1,127
210
$150K 0.02%
646
+588
211
$149K 0.02%
500
212
$149K 0.02%
926
213
$149K 0.02%
225
214
$148K 0.02%
1,638
+73
215
$147K 0.02%
2,136
-110
216
$147K 0.02%
861
-57
217
$144K 0.02%
2,370
218
$144K 0.02%
803
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219
$143K 0.02%
600
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220
$138K 0.02%
1,504
221
$138K 0.02%
3,409
+15
222
$137K 0.02%
539
223
$135K 0.02%
792
-144
224
$134K 0.02%
1,655
-1,924
225
$133K 0.02%
916
7 8
9
10 11