SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$629M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.79M
3 +$1.41M
4
GIS icon
General Mills
GIS
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$838K

Top Sells

1 +$2.06M
2 +$1.72M
3 +$1.18M
4
XRX icon
Xerox
XRX
+$988K
5
EQC
Equity Commonwealth
EQC
+$846K

Sector Composition

1 Technology 12.18%
2 Industrials 7.42%
3 Financials 5.93%
4 Healthcare 4.68%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$51.7K 0.01%
2,000
252
$51.4K 0.01%
2,500
+1,000
253
$51.3K 0.01%
369
254
$50.7K 0.01%
100
255
$50.3K 0.01%
343
+206
256
$50.2K 0.01%
220
257
$50.1K 0.01%
780
258
$49.7K 0.01%
367
+167
259
$49.6K 0.01%
232
+130
260
$49.4K 0.01%
600
261
$48.8K 0.01%
764
+50
262
$48.6K 0.01%
600
263
$47.7K 0.01%
472
+58
264
$47.4K 0.01%
296
+103
265
$46.6K 0.01%
2,000
266
$45.2K 0.01%
+1,955
267
$45.2K 0.01%
754
268
$44.6K 0.01%
223
269
$44.4K 0.01%
589
+220
270
$43.6K 0.01%
820
+240
271
$43.2K 0.01%
316
+106
272
$43K 0.01%
+1,850
273
$42.8K 0.01%
251
+18
274
$42.6K 0.01%
500
275
$42.4K 0.01%
424