SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Return
17.61%
This Quarter Return
+2.2%
1 Year Return
+17.61%
3 Year Return
+32.82%
5 Year Return
+55.85%
10 Year Return
–
AUM
$576M
AUM Growth
+$46.3M
(+8.7%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
4.96%
Top 10 Holdings %
Top 10 Hldgs %
25.72%
Holding
1,352
New
315
Increased
155
Reduced
115
Closed
155
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$10.6M |
| 2 |
Wells Fargo
WFC
|
$5.23M |
| 3 |
Truist Financial
TFC
|
$3.62M |
| 4 |
Genuine Parts
GPC
|
$2.96M |
| 5 |
W.W. Grainger
GWW
|
$1.9M |
Sector Composition
| 1 | Technology | 8.17% |
| 2 | Industrials | 6.28% |
| 3 | Healthcare | 5.04% |
| 4 | Financials | 4.1% |
| 5 | Energy | 3.45% |
