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
$515M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.9M
3
+$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
CINF icon
Cincinnati Financial
CINF
+$1.03M

Top Sells

1
+$7.35M
2
+$935K
3
+$619K
4
GILD icon
Gilead Sciences
GILD
+$460K
5
PAYX icon
Paychex
PAYX
+$345K

Sector Composition

1 Technology 9.47%
2 Industrials 5.4%
3 Financials 5.02%
4 Healthcare 4.55%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.18K ﹤0.01%
100
552
$1.15K ﹤0.01%
51
553
$1.13K ﹤0.01%
120
554
$1.12K ﹤0.01%
11
555
$1.12K ﹤0.01%
75
556
$1.02K ﹤0.01%
50
557
$1.02K ﹤0.01%
57
558
$994 ﹤0.01%
60
559
$805 ﹤0.01%
103
560
$780 ﹤0.01%
20
561
$773 ﹤0.01%
50
562
$768 ﹤0.01%
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563
$723 ﹤0.01%
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$681 ﹤0.01%
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$662 ﹤0.01%
60
566
$652 ﹤0.01%
32
567
$618 ﹤0.01%
10
568
$574 ﹤0.01%
24
569
$531 ﹤0.01%
18
570
$495 ﹤0.01%
10
-15
571
$456 ﹤0.01%
1,014
572
$330 ﹤0.01%
2
573
$319 ﹤0.01%
+20
574
$299 ﹤0.01%
34
575
$299 ﹤0.01%
20
21 22
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24 25