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
$622M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$6.02M
3 +$5.38M
4
DD icon
DuPont de Nemours
DD
+$3.39M
5
BBT.PRH
BB&T Corporation
BBT.PRH
+$3.39M

Top Sells

1 +$2.41M
2 +$1.13M
3 +$952K
4
GOV
Government Properties Income Trust
GOV
+$951K
5
CGNX icon
Cognex
CGNX
+$688K

Sector Composition

1 Technology 11.99%
2 Industrials 6.96%
3 Financials 5.42%
4 Healthcare 4.94%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$13.5K ﹤0.01%
+500
477
$13.3K ﹤0.01%
+528
478
$13.2K ﹤0.01%
400
479
$13.1K ﹤0.01%
518
480
$13.1K ﹤0.01%
+500
481
$12.9K ﹤0.01%
338
482
$12.8K ﹤0.01%
214
483
$12.7K ﹤0.01%
+885
484
$12.7K ﹤0.01%
+500
485
$12.6K ﹤0.01%
1,666
486
$12.6K ﹤0.01%
+500
487
$12.3K ﹤0.01%
200
-15,534
488
$12.2K ﹤0.01%
825
489
$12.1K ﹤0.01%
721
490
$12K ﹤0.01%
+1,600
491
$11.9K ﹤0.01%
235
+67
492
$11.8K ﹤0.01%
200
+166
493
$11.7K ﹤0.01%
+2,004
494
$11.6K ﹤0.01%
508
495
$11.5K ﹤0.01%
+80
496
$11.3K ﹤0.01%
375
+44
497
$11.2K ﹤0.01%
515
+465
498
$11.1K ﹤0.01%
419
+262
499
$11.1K ﹤0.01%
106
500
$11K ﹤0.01%
+436