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
$1.08B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1 +$4.28M
2 +$3.38M
3 +$2.88M
4
AMGN icon
Amgen
AMGN
+$2.82M
5
TXN icon
Texas Instruments
TXN
+$2.34M

Top Sells

1 +$936K
2 +$645K
3 +$610K
4
QCOM icon
Qualcomm
QCOM
+$431K
5
MSFT icon
Microsoft
MSFT
+$342K

Sector Composition

1 Technology 12.7%
2 Consumer Staples 6.23%
3 Healthcare 4.85%
4 Industrials 4.54%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$6K ﹤0.01%
732
727
$6K ﹤0.01%
71
728
$6K ﹤0.01%
240
729
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730
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221
731
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732
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551
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733
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71
734
$6K ﹤0.01%
736
735
$5K ﹤0.01%
+1,800
736
$5K ﹤0.01%
89
737
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738
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739
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740
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40
741
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742
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745
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746
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747
$5K ﹤0.01%
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748
$5K ﹤0.01%
+400
749
$5K ﹤0.01%
124
+120
750
$5K ﹤0.01%
100