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
$622M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$6.02M
3 +$5.38M
4
DD icon
DuPont de Nemours
DD
+$3.39M
5
BBT.PRH
BB&T Corporation
BBT.PRH
+$3.39M

Top Sells

1 +$2.41M
2 +$1.13M
3 +$952K
4
GOV
Government Properties Income Trust
GOV
+$951K
5
CGNX icon
Cognex
CGNX
+$688K

Sector Composition

1 Technology 11.99%
2 Industrials 6.96%
3 Financials 5.42%
4 Healthcare 4.94%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$6.35K ﹤0.01%
+250
602
$6.32K ﹤0.01%
+250
603
$6.26K ﹤0.01%
340
604
$6.18K ﹤0.01%
25
+15
605
$6.03K ﹤0.01%
+962
606
$5.97K ﹤0.01%
+3,000
607
$5.88K ﹤0.01%
245
608
$5.88K ﹤0.01%
100
-150
609
$5.86K ﹤0.01%
275
610
$5.77K ﹤0.01%
600
611
$5.76K ﹤0.01%
227
612
$5.72K ﹤0.01%
50
613
$5.68K ﹤0.01%
622
614
$5.63K ﹤0.01%
86
615
$5.56K ﹤0.01%
104
616
$5.54K ﹤0.01%
210
617
$5.52K ﹤0.01%
400
618
$5.52K ﹤0.01%
132
619
$5.43K ﹤0.01%
144
620
$5.38K ﹤0.01%
633
621
$5.38K ﹤0.01%
3,300
622
$5.32K ﹤0.01%
28
623
$5.24K ﹤0.01%
126
624
$5.24K ﹤0.01%
200
625
$5.12K ﹤0.01%
420