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
$649M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,337
New
Increased
Reduced
Closed

Top Buys

1 +$782K
2 +$684K
3 +$678K
4
KMI icon
Kinder Morgan
KMI
+$662K
5
JNJ icon
Johnson & Johnson
JNJ
+$509K

Top Sells

1 +$2.69M
2 +$642K
3 +$584K
4
CSX icon
CSX Corp
CSX
+$524K
5
UNP icon
Union Pacific
UNP
+$522K

Sector Composition

1 Technology 11.64%
2 Industrials 6.82%
3 Financials 5.51%
4 Healthcare 4.83%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$14K ﹤0.01%
550
477
$14K ﹤0.01%
390
478
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550
479
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510
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550
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$13K ﹤0.01%
+150
482
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350
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721
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1,000
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700
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500
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1,666
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$12K ﹤0.01%
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+186
498
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100
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72
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500
$12K ﹤0.01%
275
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