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
401
$18.5K ﹤0.01%
300
402
$18.4K ﹤0.01%
550
403
$18.4K ﹤0.01%
2,000
404
$18.1K ﹤0.01%
300
+153
405
$17.9K ﹤0.01%
300
406
$17.8K ﹤0.01%
50
407
$17.8K ﹤0.01%
+566
408
$17.7K ﹤0.01%
300
409
$17.6K ﹤0.01%
15
410
$17.3K ﹤0.01%
400
411
$17.3K ﹤0.01%
+850
412
$17.2K ﹤0.01%
285
413
$17.2K ﹤0.01%
800
414
$17.2K ﹤0.01%
500
415
$16.9K ﹤0.01%
253
416
$16.5K ﹤0.01%
1,525
417
$16.2K ﹤0.01%
5,200
-1,000
418
$16.2K ﹤0.01%
1,480
419
$16.2K ﹤0.01%
400
420
$16.1K ﹤0.01%
+121
421
$16.1K ﹤0.01%
80
422
$15.9K ﹤0.01%
+255
423
$15.9K ﹤0.01%
148
424
$15.8K ﹤0.01%
600
425
$15.7K ﹤0.01%
600