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
$844M
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,950
New
Increased
Reduced
Closed

Top Buys

1 +$3.93M
2 +$2.52M
3 +$2.04M
4
BAC.PRM icon
Bank of America Depository Shares Series KK
BAC.PRM
+$2.02M
5
ALL.PRH icon
Allstate Corp
ALL.PRH
+$1.74M

Top Sells

1 +$5.19M
2 +$4.87M
3 +$4.48M
4
EMR icon
Emerson Electric
EMR
+$4.45M
5
MSFT icon
Microsoft
MSFT
+$4.1M

Sector Composition

1 Technology 10.26%
2 Consumer Staples 6.24%
3 Healthcare 4.75%
4 Industrials 4.57%
5 Financials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$4K ﹤0.01%
200
702
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116
703
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+165
704
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+158
705
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+168
706
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707
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40
708
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+176
709
$4K ﹤0.01%
+2,000
710
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71
+8
711
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182
+131
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$3K ﹤0.01%
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713
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+139
714
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93
715
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50
716
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82
717
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25
718
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10
719
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720
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108
+63
721
$3K ﹤0.01%
76
722
$3K ﹤0.01%
221
723
$3K ﹤0.01%
63
724
$3K ﹤0.01%
100
725
$3K ﹤0.01%
12