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
$330M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$7.1M
3 +$6.62M
4
GLW icon
Corning
GLW
+$5.65M
5
CSX icon
CSX Corp
CSX
+$5.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.04%
2 Healthcare 6.1%
3 Industrials 5.73%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$4K ﹤0.01%
+106
727
$4K ﹤0.01%
+52
728
$4K ﹤0.01%
+191
729
$4K ﹤0.01%
+143
730
$4K ﹤0.01%
+306
731
$4K ﹤0.01%
+400
732
$4K ﹤0.01%
+115
733
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+10
734
$4K ﹤0.01%
+117
735
$4K ﹤0.01%
+251
736
$4K ﹤0.01%
+27
737
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+147
738
$4K ﹤0.01%
+234
739
$4K ﹤0.01%
+322
740
$4K ﹤0.01%
+205
741
$4K ﹤0.01%
+117
742
$4K ﹤0.01%
+187
743
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+270
744
$4K ﹤0.01%
+165
745
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+168
746
$4K ﹤0.01%
+43
747
$4K ﹤0.01%
+44
748
$4K ﹤0.01%
+436
749
$4K ﹤0.01%
+26
750
$4K ﹤0.01%
+90