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
376
$16K ﹤0.01%
1,839
377
$15.7K ﹤0.01%
667
378
$15.6K ﹤0.01%
200
379
$14.8K ﹤0.01%
1,000
380
$14.7K ﹤0.01%
22
381
$14.6K ﹤0.01%
+15
382
$14.6K ﹤0.01%
1,009
383
$14.5K ﹤0.01%
220
384
$14.4K ﹤0.01%
420
385
$14.3K ﹤0.01%
400
386
$14.2K ﹤0.01%
800
387
$14.1K ﹤0.01%
929
388
$14K ﹤0.01%
333
389
$13.9K ﹤0.01%
300
+200
390
$13.7K ﹤0.01%
500
+50
391
$13.7K ﹤0.01%
200
+100
392
$13.7K ﹤0.01%
250
393
$13.6K ﹤0.01%
500
394
$13.6K ﹤0.01%
720
-325
395
$13.5K ﹤0.01%
50
-1
396
$13.4K ﹤0.01%
+253
397
$13.2K ﹤0.01%
+400
398
$13.1K ﹤0.01%
400
399
$13K ﹤0.01%
150
400
$13K ﹤0.01%
+150