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
$1.08B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1 +$4.28M
2 +$3.38M
3 +$2.88M
4
AMGN icon
Amgen
AMGN
+$2.82M
5
TXN icon
Texas Instruments
TXN
+$2.34M

Top Sells

1 +$936K
2 +$645K
3 +$610K
4
QCOM icon
Qualcomm
QCOM
+$431K
5
MSFT icon
Microsoft
MSFT
+$342K

Sector Composition

1 Technology 12.7%
2 Consumer Staples 6.23%
3 Healthcare 4.85%
4 Industrials 4.54%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$20K ﹤0.01%
330
477
$20K ﹤0.01%
+1,000
478
$20K ﹤0.01%
200
479
$20K ﹤0.01%
3,650
480
$20K ﹤0.01%
800
481
$20K ﹤0.01%
150
482
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176
-9
483
$19K ﹤0.01%
10
484
$19K ﹤0.01%
670
+300
485
$19K ﹤0.01%
+314
486
$19K ﹤0.01%
1,200
487
$19K ﹤0.01%
+120
488
$19K ﹤0.01%
218
489
$19K ﹤0.01%
1,500
490
$18K ﹤0.01%
484
491
$18K ﹤0.01%
61
492
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141
493
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+400
494
$18K ﹤0.01%
450
495
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135
496
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497
$18K ﹤0.01%
200
498
$18K ﹤0.01%
456
-160
499
$18K ﹤0.01%
500
500
$18K ﹤0.01%
1,500