SIMG

Sonora Investment Management Group Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.58%
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$52.2M
2 +$44.1M
3 +$28.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$27.7M
5
HD icon
Home Depot
HD
+$17.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.45%
2 Industrials 11.96%
3 Financials 10.24%
4 Consumer Staples 10.24%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$389K 0.05%
+8,366
152
$382K 0.04%
+15,230
153
$380K 0.04%
+1,710
154
$379K 0.04%
+181
155
$375K 0.04%
+18,056
156
$369K 0.04%
+19,580
157
$367K 0.04%
+4,361
158
$362K 0.04%
+5,056
159
$360K 0.04%
+11,965
160
$359K 0.04%
+1,630
161
$357K 0.04%
+1,478
162
$347K 0.04%
+11,717
163
$341K 0.04%
+5,475
164
$318K 0.04%
+3,726
165
$314K 0.04%
+20,750
166
$313K 0.04%
+19,500
167
$311K 0.04%
+1,046
168
$309K 0.04%
+6,740
169
$306K 0.04%
+4,613
170
$303K 0.04%
+818
171
$300K 0.03%
+4,129
172
$296K 0.03%
+1,419
173
$290K 0.03%
+20,690
174
$290K 0.03%
+18,390
175
$289K 0.03%
+7,394