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
626
$4.67K ﹤0.01%
15
627
$4.6K ﹤0.01%
300
628
$4.41K ﹤0.01%
210
629
$4.32K ﹤0.01%
167
630
$4.28K ﹤0.01%
70
631
$4.25K ﹤0.01%
63
632
$4.1K ﹤0.01%
187
-885
633
$4.09K ﹤0.01%
162
-194
634
$4.05K ﹤0.01%
155
635
$4.01K ﹤0.01%
170
636
$4K ﹤0.01%
63
637
$3.99K ﹤0.01%
157
638
$3.99K ﹤0.01%
159
639
$3.96K ﹤0.01%
48
640
$3.95K ﹤0.01%
+144
641
$3.89K ﹤0.01%
142
642
$3.88K ﹤0.01%
56
643
$3.86K ﹤0.01%
400
644
$3.85K ﹤0.01%
52
645
$3.82K ﹤0.01%
200
646
$3.78K ﹤0.01%
50
647
$3.78K ﹤0.01%
150
648
$3.73K ﹤0.01%
3,300
649
$3.72K ﹤0.01%
146
650
$3.71K ﹤0.01%
143