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
$622M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$6.02M
3 +$5.38M
4
DD icon
DuPont de Nemours
DD
+$3.39M
5
BBT.PRH
BB&T Corporation
BBT.PRH
+$3.39M

Top Sells

1 +$2.41M
2 +$1.13M
3 +$952K
4
GOV
Government Properties Income Trust
GOV
+$951K
5
CGNX icon
Cognex
CGNX
+$688K

Sector Composition

1 Technology 11.99%
2 Industrials 6.96%
3 Financials 5.42%
4 Healthcare 4.94%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$10.9K ﹤0.01%
876
+505
502
$10.9K ﹤0.01%
700
503
$10.8K ﹤0.01%
+418
504
$10.7K ﹤0.01%
+1,000
505
$10.7K ﹤0.01%
+416
506
$10.7K ﹤0.01%
350
507
$10.6K ﹤0.01%
+400
508
$10.6K ﹤0.01%
144
509
$10.4K ﹤0.01%
+400
510
$10.4K ﹤0.01%
50
511
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+550
512
$10.3K ﹤0.01%
202
513
$10.3K ﹤0.01%
+400
514
$10.3K ﹤0.01%
275
515
$10.3K ﹤0.01%
10
516
$10.2K ﹤0.01%
600
517
$10K ﹤0.01%
+400
518
$9.88K ﹤0.01%
140
519
$9.8K ﹤0.01%
2,000
520
$9.73K ﹤0.01%
200
521
$9.64K ﹤0.01%
50
522
$9.56K ﹤0.01%
1,223
523
$9.49K ﹤0.01%
100
524
$9.47K ﹤0.01%
+497
525
$9.3K ﹤0.01%
600