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
276
$41.8K 0.01%
160
+40
277
$40.8K 0.01%
1,050
+600
278
$40.1K 0.01%
1,000
279
$40.1K 0.01%
1,135
280
$39.2K 0.01%
375
281
$38.8K 0.01%
334
282
$38.6K 0.01%
900
283
$38.3K 0.01%
420
284
$37.5K 0.01%
1,000
285
$37.5K 0.01%
540
286
$37.5K 0.01%
555
287
$37.4K 0.01%
1,000
288
$37.4K 0.01%
1,000
289
$37.3K 0.01%
600
290
$37.2K 0.01%
613
291
$37.2K 0.01%
2,000
292
$37.1K 0.01%
300
293
$36.4K 0.01%
700
294
$36.3K 0.01%
325
+285
295
$36.3K 0.01%
1,000
296
$35.7K 0.01%
600
297
$35.2K 0.01%
280
298
$35K 0.01%
800
299
$34.9K 0.01%
330
300
$34.8K 0.01%
+5,000
10 11
12
13 14