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
351
$18.8K ﹤0.01%
1,102
-1,000
352
$18.7K ﹤0.01%
2,000
353
$18.6K ﹤0.01%
68
354
$18.5K ﹤0.01%
377
355
$18.4K ﹤0.01%
150
356
$18.4K ﹤0.01%
400
357
$18.4K ﹤0.01%
1,188
358
$18K ﹤0.01%
+800
359
$18K ﹤0.01%
200
360
$17.9K ﹤0.01%
300
361
$17.7K ﹤0.01%
1,000
362
$17.6K ﹤0.01%
343
+300
363
$17.3K ﹤0.01%
200
364
$17.3K ﹤0.01%
100
365
$17.2K ﹤0.01%
200
366
$17K ﹤0.01%
140
367
$17K ﹤0.01%
1,666
368
$16.8K ﹤0.01%
490
369
$16.8K ﹤0.01%
1,525
370
$16.7K ﹤0.01%
500
371
$16.5K ﹤0.01%
400
372
$16.5K ﹤0.01%
400
373
$16.5K ﹤0.01%
876
374
$16.4K ﹤0.01%
300
375
$16K ﹤0.01%
2,000