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
851
$1K ﹤0.01%
+56
852
$1K ﹤0.01%
+60
853
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69
854
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400
855
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856
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622
857
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858
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859
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860
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861
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862
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721
863
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864
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+55
865
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117
+23
866
$1K ﹤0.01%
41
867
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25
868
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5
869
$1K ﹤0.01%
40
870
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871
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+55
872
$1K ﹤0.01%
215
873
$1K ﹤0.01%
+56
874
$1K ﹤0.01%
+58
875
$1K ﹤0.01%
+28