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
426
$9.8K ﹤0.01%
100
427
$9.66K ﹤0.01%
+125
428
$9.59K ﹤0.01%
555
429
$9.46K ﹤0.01%
+183
430
$9.45K ﹤0.01%
100
431
$9.37K ﹤0.01%
1,167
-27
432
$9.36K ﹤0.01%
1,800
+500
433
$9.23K ﹤0.01%
200
434
$9.08K ﹤0.01%
202
435
$9.06K ﹤0.01%
275
436
$8.93K ﹤0.01%
331
437
$8.66K ﹤0.01%
+200
438
$8.61K ﹤0.01%
100
439
$8.52K ﹤0.01%
3,000
440
$8.49K ﹤0.01%
125
-6,770
441
$8.37K ﹤0.01%
50
442
$8.25K ﹤0.01%
+50
443
$8.2K ﹤0.01%
661
444
$8.04K ﹤0.01%
+400
445
$7.9K ﹤0.01%
150
446
$7.8K ﹤0.01%
100
447
$7.77K ﹤0.01%
100
448
$7.62K ﹤0.01%
222
449
$7.6K ﹤0.01%
400
450
$7.52K ﹤0.01%
200