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
326
$27.7K ﹤0.01%
810
-628
327
$27.5K ﹤0.01%
295
+25
328
$26.8K ﹤0.01%
658
+320
329
$26.6K ﹤0.01%
700
330
$26.5K ﹤0.01%
500
331
$26.5K ﹤0.01%
876
332
$26.5K ﹤0.01%
325
-15
333
$26.4K ﹤0.01%
172
+152
334
$26.3K ﹤0.01%
505
335
$26K ﹤0.01%
1,000
336
$26K ﹤0.01%
179
337
$26K ﹤0.01%
280
338
$26K ﹤0.01%
486
-500
339
$26K ﹤0.01%
1,000
340
$25.9K ﹤0.01%
1,000
341
$25.9K ﹤0.01%
220
342
$25.7K ﹤0.01%
1,000
343
$25.5K ﹤0.01%
1,453
+1,234
344
$25.5K ﹤0.01%
93
345
$25.1K ﹤0.01%
364
346
$25K ﹤0.01%
986
347
$24.6K ﹤0.01%
500
348
$24.4K ﹤0.01%
1,700
+1,500
349
$24.1K ﹤0.01%
950
350
$23.6K ﹤0.01%
1,000