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
426
$15.6K ﹤0.01%
+237
427
$15.6K ﹤0.01%
600
428
$15.6K ﹤0.01%
300
+8
429
$15.5K ﹤0.01%
445
-600
430
$15.5K ﹤0.01%
1,700
431
$15.4K ﹤0.01%
600
432
$15.3K ﹤0.01%
140
433
$15.3K ﹤0.01%
600
434
$15.3K ﹤0.01%
434
435
$15.2K ﹤0.01%
279
436
$15K ﹤0.01%
600
437
$14.9K ﹤0.01%
600
438
$14.5K ﹤0.01%
460
-151
439
$14.4K ﹤0.01%
+93
440
$14.4K ﹤0.01%
577
441
$14.4K ﹤0.01%
150
442
$14.4K ﹤0.01%
233
443
$14.3K ﹤0.01%
510
444
$14.2K ﹤0.01%
75
445
$14.1K ﹤0.01%
1,209
446
$14K ﹤0.01%
550
447
$13.9K ﹤0.01%
2,000
448
$13.8K ﹤0.01%
929
449
$13.8K ﹤0.01%
550
450
$13.7K ﹤0.01%
550