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
$844M
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,950
New
Increased
Reduced
Closed

Top Buys

1 +$3.93M
2 +$2.52M
3 +$2.04M
4
BAC.PRM icon
Bank of America Depository Shares Series KK
BAC.PRM
+$2.02M
5
ALL.PRH icon
Allstate Corp
ALL.PRH
+$1.74M

Top Sells

1 +$5.19M
2 +$4.87M
3 +$4.48M
4
EMR icon
Emerson Electric
EMR
+$4.45M
5
MSFT icon
Microsoft
MSFT
+$4.1M

Sector Composition

1 Technology 10.26%
2 Consumer Staples 6.24%
3 Healthcare 4.75%
4 Industrials 4.57%
5 Financials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$14K ﹤0.01%
600
477
$14K ﹤0.01%
304
+100
478
$14K ﹤0.01%
539
+39
479
$14K ﹤0.01%
598
480
$13K ﹤0.01%
500
481
$13K ﹤0.01%
563
482
$13K ﹤0.01%
400
483
$13K ﹤0.01%
92
-64
484
$13K ﹤0.01%
572
+222
485
$13K ﹤0.01%
500
486
$13K ﹤0.01%
500
487
$13K ﹤0.01%
362
+112
488
$13K ﹤0.01%
1,000
489
$13K ﹤0.01%
152
490
$13K ﹤0.01%
125
491
$13K ﹤0.01%
300
492
$13K ﹤0.01%
661
+61
493
$13K ﹤0.01%
445
494
$13K ﹤0.01%
225
495
$13K ﹤0.01%
515
+315
496
$12K ﹤0.01%
+481
497
$12K ﹤0.01%
700
498
$12K ﹤0.01%
456
499
$12K ﹤0.01%
927
+200
500
$12K ﹤0.01%
189