SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Return
17.61%
This Quarter Return
+2.22%
1 Year Return
+17.61%
3 Year Return
+32.82%
5 Year Return
+55.85%
10 Year Return
–
AUM
$484M
AUM Growth
+$6.57M
(+1.4%)
Cap. Flow
+$4.14M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
25.01%
Holding
969
New
75
Increased
95
Reduced
118
Closed
67
Top Buys
| 1 |
Emerson Electric
EMR
|
$4.67M |
| 2 |
Truist Financial
TFC
|
$3.14M |
| 3 |
Merck
MRK
|
$1.98M |
| 4 |
W.W. Grainger
GWW
|
$1.75M |
| 5 |
Helmerich & Payne
HP
|
$1.43M |
Top Sells
Sector Composition
| 1 | Technology | 8.75% |
| 2 | Industrials | 6.22% |
| 3 | Financials | 4.98% |
| 4 | Healthcare | 4.6% |
| 5 | Energy | 3.61% |
