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
$649M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,337
New
Increased
Reduced
Closed

Top Buys

1 +$782K
2 +$684K
3 +$678K
4
KMI icon
Kinder Morgan
KMI
+$662K
5
JNJ icon
Johnson & Johnson
JNJ
+$509K

Top Sells

1 +$2.69M
2 +$642K
3 +$584K
4
CSX icon
CSX Corp
CSX
+$524K
5
UNP icon
Union Pacific
UNP
+$522K

Sector Composition

1 Technology 11.64%
2 Industrials 6.82%
3 Financials 5.51%
4 Healthcare 4.83%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K ﹤0.01%
350
552
$9K ﹤0.01%
333
553
$9K ﹤0.01%
326
554
$9K ﹤0.01%
338
555
$9K ﹤0.01%
1,000
556
$9K ﹤0.01%
200
557
$9K ﹤0.01%
1,000
558
$8K ﹤0.01%
200
559
$8K ﹤0.01%
16
560
$8K ﹤0.01%
542
561
$8K ﹤0.01%
50
562
$8K ﹤0.01%
100
-23
563
$8K ﹤0.01%
265
+152
564
$8K ﹤0.01%
52
565
$8K ﹤0.01%
200
566
$8K ﹤0.01%
124
567
$8K ﹤0.01%
200
568
$8K ﹤0.01%
1,223
569
$8K ﹤0.01%
60
570
$8K ﹤0.01%
72
571
$8K ﹤0.01%
48
572
$8K ﹤0.01%
91
573
$8K ﹤0.01%
11
574
$8K ﹤0.01%
400
575
$8K ﹤0.01%
3,000