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
$629M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.79M
3 +$1.41M
4
GIS icon
General Mills
GIS
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$838K

Top Sells

1 +$2.06M
2 +$1.72M
3 +$1.18M
4
XRX icon
Xerox
XRX
+$988K
5
EQC
Equity Commonwealth
EQC
+$846K

Sector Composition

1 Technology 12.18%
2 Industrials 7.42%
3 Financials 5.93%
4 Healthcare 4.68%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$6.85K ﹤0.01%
50
577
$6.75K ﹤0.01%
103
578
$6.74K ﹤0.01%
200
579
$6.69K ﹤0.01%
50
580
$6.6K ﹤0.01%
190
581
$6.6K ﹤0.01%
126
582
$6.6K ﹤0.01%
3,000
583
$6.58K ﹤0.01%
90
584
$6.49K ﹤0.01%
45
+15
585
$6.46K ﹤0.01%
+106
586
$6.44K ﹤0.01%
250
587
$6.2K ﹤0.01%
250
588
$6.1K ﹤0.01%
250
589
$6.09K ﹤0.01%
100
590
$6.04K ﹤0.01%
25
591
$5.96K ﹤0.01%
275
592
$5.92K ﹤0.01%
104
593
$5.85K ﹤0.01%
406
-100
594
$5.79K ﹤0.01%
144
595
$5.78K ﹤0.01%
28
596
$5.78K ﹤0.01%
50
597
$5.73K ﹤0.01%
360
598
$5.72K ﹤0.01%
227
599
$5.69K ﹤0.01%
+2,777
600
$5.67K ﹤0.01%
2