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
$1.27B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,005
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$3.89M
3 +$2.94M
4
ORCL icon
Oracle
ORCL
+$2.62M
5
PAGS icon
PagSeguro Digital
PAGS
+$2.23M

Top Sells

1 +$5.4M
2 +$4.3M
3 +$3.25M
4
PEP icon
PepsiCo
PEP
+$2.47M
5
GLW icon
Corning
GLW
+$1.9M

Sector Composition

1 Technology 13.14%
2 Industrials 5.98%
3 Financials 5.87%
4 Consumer Staples 5.57%
5 Healthcare 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$27K ﹤0.01%
410
+10
477
$27K ﹤0.01%
700
478
$27K ﹤0.01%
1,060
479
$26K ﹤0.01%
224
480
$26K ﹤0.01%
1,891
481
$26K ﹤0.01%
800
482
$26K ﹤0.01%
2,000
483
$26K ﹤0.01%
200
484
$26K ﹤0.01%
750
485
$26K ﹤0.01%
945
486
$26K ﹤0.01%
148
487
$25K ﹤0.01%
508
488
$25K ﹤0.01%
2,000
489
$25K ﹤0.01%
706
490
$25K ﹤0.01%
456
491
$25K ﹤0.01%
+500
492
$25K ﹤0.01%
470
493
$25K ﹤0.01%
271
494
$24K ﹤0.01%
1,295
-292
495
$24K ﹤0.01%
456
496
$24K ﹤0.01%
+635
497
$24K ﹤0.01%
+6,000
498
$24K ﹤0.01%
2,584
499
$24K ﹤0.01%
200
500
$24K ﹤0.01%
348