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
$724M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$5.28M
3 +$2.15M
4
LEG icon
Leggett & Platt
LEG
+$1.63M
5
CSX icon
CSX Corp
CSX
+$1.52M

Top Sells

1 +$2.31M
2 +$581K
3 +$412K
4
RSG icon
Republic Services
RSG
+$386K
5
CYS
CYS Investments Inc.
CYS
+$375K

Sector Composition

1 Technology 12.83%
2 Industrials 7.14%
3 Healthcare 6.3%
4 Financials 5.44%
5 Consumer Staples 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$15K ﹤0.01%
+600
477
$15K ﹤0.01%
148
478
$15K ﹤0.01%
+900
479
$14K ﹤0.01%
+560
480
$14K ﹤0.01%
150
481
$14K ﹤0.01%
150
482
$14K ﹤0.01%
992
+115
483
$14K ﹤0.01%
297
484
$14K ﹤0.01%
500
485
$14K ﹤0.01%
534
486
$14K ﹤0.01%
200
487
$14K ﹤0.01%
550
488
$14K ﹤0.01%
+605
489
$14K ﹤0.01%
+825
490
$14K ﹤0.01%
510
491
$13K ﹤0.01%
+1,092
492
$13K ﹤0.01%
475
-25
493
$13K ﹤0.01%
100
494
$13K ﹤0.01%
350
495
$13K ﹤0.01%
500
496
$13K ﹤0.01%
5,200
497
$13K ﹤0.01%
299
+200
498
$13K ﹤0.01%
72
499
$13K ﹤0.01%
400
500
$13K ﹤0.01%
208