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
376
$20.6K ﹤0.01%
400
377
$20.6K ﹤0.01%
775
378
$20.5K ﹤0.01%
150
379
$20.5K ﹤0.01%
150
380
$20.4K ﹤0.01%
400
381
$20.4K ﹤0.01%
1,600
382
$20.3K ﹤0.01%
500
383
$20.2K ﹤0.01%
300
-23
384
$20K ﹤0.01%
200
385
$20K ﹤0.01%
1,300
386
$19.9K ﹤0.01%
750
387
$19.6K ﹤0.01%
+250
388
$19.6K ﹤0.01%
352
+300
389
$19.5K ﹤0.01%
700
390
$19.4K ﹤0.01%
115
391
$19.4K ﹤0.01%
333
392
$19.3K ﹤0.01%
+227
393
$19K ﹤0.01%
720
394
$19K ﹤0.01%
400
395
$19K ﹤0.01%
+265
396
$18.8K ﹤0.01%
250
397
$18.8K ﹤0.01%
1,184
-178
398
$18.8K ﹤0.01%
85
399
$18.7K ﹤0.01%
+350
400
$18.6K ﹤0.01%
1,000