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
$330M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$7.1M
3 +$6.62M
4
GLW icon
Corning
GLW
+$5.65M
5
CSX icon
CSX Corp
CSX
+$5.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.04%
2 Healthcare 6.1%
3 Industrials 5.73%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K ﹤0.01%
+200
527
$7K ﹤0.01%
+42
528
$7K ﹤0.01%
+89
529
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530
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531
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532
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534
$7K ﹤0.01%
+424
535
$7K ﹤0.01%
+415
536
$7K ﹤0.01%
+1,600
537
$7K ﹤0.01%
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540
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541
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542
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545
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546
$7K ﹤0.01%
+300
547
$7K ﹤0.01%
+331
548
$7K ﹤0.01%
+387
549
$7K ﹤0.01%
+94
550
$7K ﹤0.01%
+108