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
$416M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.65M
3 +$1.12M
4
SLB icon
SLB Ltd
SLB
+$919K
5
HUN icon
Huntsman Corp
HUN
+$690K

Top Sells

1 +$658K
2 +$328K
3 +$167K
4
IONS icon
Ionis Pharmaceuticals
IONS
+$165K
5
MGM icon
MGM Resorts International
MGM
+$145K

Sector Composition

1 Technology 8.69%
2 Industrials 5.33%
3 Healthcare 4.9%
4 Financials 3.53%
5 Energy 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$25.7K 0.01%
800
277
$25.6K 0.01%
334
278
$25.4K 0.01%
1,000
279
$24.9K 0.01%
940
280
$24.8K 0.01%
1,621
+162
281
$24.5K 0.01%
400
282
$24.4K 0.01%
418
+18
283
$24.3K 0.01%
1,500
284
$24.2K 0.01%
400
+100
285
$24.1K 0.01%
+1,000
286
$24.1K 0.01%
275
287
$23.7K 0.01%
600
288
$23.2K 0.01%
400
289
$23.1K 0.01%
+1,000
290
$23.1K 0.01%
1,725
291
$22.9K 0.01%
380
292
$22.6K 0.01%
2,000
+1,000
293
$22.3K 0.01%
624
294
$22.2K 0.01%
+2,000
295
$22K 0.01%
200
296
$21.7K 0.01%
530
297
$21.5K 0.01%
300
298
$21.4K 0.01%
351
-103
299
$21.4K 0.01%
+400
300
$21.4K 0.01%
500