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
401
$12.8K ﹤0.01%
50
402
$12.6K ﹤0.01%
500
403
$12.6K ﹤0.01%
300
404
$12.5K ﹤0.01%
150
-38
405
$12.4K ﹤0.01%
1,600
406
$12.3K ﹤0.01%
700
407
$12.3K ﹤0.01%
1,000
408
$11.5K ﹤0.01%
318
409
$11.3K ﹤0.01%
148
410
$11.2K ﹤0.01%
220
411
$11.1K ﹤0.01%
200
412
$11.1K ﹤0.01%
1,223
413
$11K ﹤0.01%
500
414
$10.9K ﹤0.01%
115
415
$10.8K ﹤0.01%
75
416
$10.6K ﹤0.01%
268
+138
417
$10.6K ﹤0.01%
50
418
$10.3K ﹤0.01%
400
419
$10.2K ﹤0.01%
721
420
$10.2K ﹤0.01%
2,000
421
$9.96K ﹤0.01%
200
422
$9.82K ﹤0.01%
100
423
$9.81K ﹤0.01%
1,000
424
$9.8K ﹤0.01%
424
425
$9.8K ﹤0.01%
+1,000