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
$197M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$565K
3
+$457K
4
PAY
Verifone Systems Inc
PAY
+$399K
5
POT
Potash Corp Of Saskatchewan
POT
+$346K

Top Sells

1
+$340K
2
+$161K
3
+$137K
4
IBB icon
iShares Biotechnology ETF
IBB
+$122K
5
TEX icon
Terex
TEX
+$101K

Sector Composition

1 Technology 15.72%
2 Healthcare 11.26%
3 Financials 11.15%
4 Energy 10.39%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.34M 3.21%
72,498
+5,225
2
$5.33M 2.7%
46,551
+650
3
$5.02M 2.54%
62,052
+1,078
4
$4.38M 2.22%
93,853
-512
5
$4.15M 2.1%
152,179
-737
6
$3.91M 1.98%
271,910
+1,738
7
$3.73M 1.89%
153,375
-5,648
8
$3.62M 1.84%
48,116
+1,492
9
$3.44M 1.74%
78,516
-1,180
10
$3.38M 1.71%
159,650
-4,750
11
$3.1M 1.57%
93,312
+555
12
$2.92M 1.48%
107,681
-1,972
13
$2.91M 1.47%
199,403
+8,199
14
$2.9M 1.47%
44,074
+2,495
15
$2.86M 1.45%
122,017
-2,424
16
$2.81M 1.43%
32,702
+847
17
$2.81M 1.42%
78,369
+1,427
18
$2.77M 1.4%
69,861
+7,290
19
$2.74M 1.39%
72,223
+3,854
20
$2.73M 1.38%
187,185
+14,370
21
$2.73M 1.38%
1,332
-166
22
$2.62M 1.33%
105,202
23
$2.29M 1.16%
34,224
-100
24
$2.24M 1.14%
19,463
-27
25
$2.11M 1.07%
42,036
-1,400
1
2 3 4 5