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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.1M
3
+$4.93M
4
VZ icon
Verizon
VZ
+$4.75M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.94%
2 Financials 11.61%
3 Healthcare 11.55%
4 Energy 10.41%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.56M 3.04%
+67,273
2
$5.1M 2.79%
+45,901
3
$4.93M 2.7%
+60,974
4
$4.75M 2.6%
+94,365
5
$4.06M 2.22%
+152,916
6
$4.03M 2.2%
+270,172
7
$3.57M 1.95%
+79,696
8
$3.51M 1.92%
+46,624
9
$3.49M 1.91%
+164,400
10
$3.22M 1.76%
+159,023
11
$3.2M 1.75%
+92,757
12
$3.03M 1.65%
+124,441
13
$2.9M 1.58%
+1,498
14
$2.88M 1.57%
+31,855
15
$2.74M 1.5%
+68,369
16
$2.72M 1.49%
+191,204
17
$2.65M 1.45%
+41,579
18
$2.62M 1.43%
+109,653
19
$2.35M 1.29%
+105,202
20
$2.32M 1.27%
+34,324
21
$2.28M 1.25%
+124,607
22
$2.25M 1.23%
+76,942
23
$2.23M 1.22%
+62,571
24
$2.15M 1.18%
+19,490
25
$2.15M 1.17%
+11,756
1
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