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
$622M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$6.02M
3 +$5.38M
4
DD icon
DuPont de Nemours
DD
+$3.39M
5
BBT.PRH
BB&T Corporation
BBT.PRH
+$3.39M

Top Sells

1 +$2.41M
2 +$1.13M
3 +$952K
4
GOV
Government Properties Income Trust
GOV
+$951K
5
CGNX icon
Cognex
CGNX
+$688K

Sector Composition

1 Technology 11.99%
2 Industrials 6.96%
3 Financials 5.42%
4 Healthcare 4.94%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$25.5K ﹤0.01%
800
352
$25.4K ﹤0.01%
300
-100
353
$25.2K ﹤0.01%
+986
354
$25.1K ﹤0.01%
1,000
-185
355
$25K ﹤0.01%
775
356
$25K ﹤0.01%
150
357
$25K ﹤0.01%
406
358
$25K ﹤0.01%
+2,001
359
$24.9K ﹤0.01%
1,188
360
$24.6K ﹤0.01%
280
361
$24.6K ﹤0.01%
+80
362
$24.5K ﹤0.01%
1,000
363
$24.3K ﹤0.01%
+950
364
$23.9K ﹤0.01%
611
365
$23.6K ﹤0.01%
+950
366
$23.4K ﹤0.01%
+100
367
$23.4K ﹤0.01%
1,000
368
$23.3K ﹤0.01%
+323
369
$23.3K ﹤0.01%
+900
370
$22.9K ﹤0.01%
939
371
$22.8K ﹤0.01%
500
372
$22.8K ﹤0.01%
1,102
373
$22.7K ﹤0.01%
+900
374
$22.7K ﹤0.01%
220
375
$22.6K ﹤0.01%
+400