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
$515M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.9M
3 +$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
CINF icon
Cincinnati Financial
CINF
+$1.03M

Top Sells

1 +$7.35M
2 +$935K
3 +$619K
4
GILD icon
Gilead Sciences
GILD
+$460K
5
PAYX icon
Paychex
PAYX
+$345K

Sector Composition

1 Technology 9.47%
2 Industrials 5.4%
3 Financials 5.02%
4 Healthcare 4.55%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$32.7K 0.01%
680
277
$31.9K 0.01%
500
278
$31.6K 0.01%
831
279
$30.8K 0.01%
177
280
$30.7K 0.01%
373
281
$30.2K 0.01%
343
282
$30.1K 0.01%
1,225
283
$30K 0.01%
800
284
$29.7K 0.01%
800
+400
285
$29.3K 0.01%
500
286
$29.1K 0.01%
2,000
287
$28.8K 0.01%
400
288
$28.6K 0.01%
210
289
$28.3K 0.01%
400
290
$28.2K 0.01%
314
291
$28.2K 0.01%
700
292
$28.2K 0.01%
402
293
$27.9K 0.01%
775
294
$27.6K 0.01%
334
295
$27.5K 0.01%
1,055
296
$27.1K 0.01%
1,000
297
$26.9K 0.01%
1,000
298
$26.8K 0.01%
502
299
$26.4K 0.01%
850
300
$26.3K 0.01%
1,400