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
626
$5K ﹤0.01%
178
627
$5K ﹤0.01%
1,115
628
$5K ﹤0.01%
200
629
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50
630
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631
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30
-15
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633
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634
$4K ﹤0.01%
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635
$4K ﹤0.01%
170
636
$4K ﹤0.01%
52
637
$4K ﹤0.01%
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638
$4K ﹤0.01%
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641
$4K ﹤0.01%
187
642
$4K ﹤0.01%
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643
$4K ﹤0.01%
30
-531
644
$4K ﹤0.01%
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645
$4K ﹤0.01%
3,300
646
$4K ﹤0.01%
+89
647
$4K ﹤0.01%
70
648
$4K ﹤0.01%
300
649
$4K ﹤0.01%
45
650
$4K ﹤0.01%
+99