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
751
$1.13K ﹤0.01%
47
752
$1.13K ﹤0.01%
45
753
$1.09K ﹤0.01%
80
754
$1.07K ﹤0.01%
46
755
$1.07K ﹤0.01%
40
756
$1.07K ﹤0.01%
57
757
$1.06K ﹤0.01%
60
758
$1.06K ﹤0.01%
42
759
$1.05K ﹤0.01%
42
760
$1.01K ﹤0.01%
40
761
$1.01K ﹤0.01%
35
-34,337
762
$983 ﹤0.01%
20
763
$966 ﹤0.01%
41
764
$915 ﹤0.01%
103
765
$858 ﹤0.01%
37
766
$823 ﹤0.01%
20
767
$822 ﹤0.01%
28
768
$776 ﹤0.01%
30
769
$708 ﹤0.01%
28
770
$700 ﹤0.01%
10
771
$693 ﹤0.01%
50
772
$662 ﹤0.01%
27
773
$657 ﹤0.01%
27
774
$612 ﹤0.01%
32
775
$604 ﹤0.01%
+1