We are live on ! Find out more
SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Fund
S&P 500
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
+$4.23M
2
+$3.3M
3
+$2.94M
4
AMGN icon
Amgen
AMGN
+$2.75M
5
TXN icon
Texas Instruments
TXN
+$2.22M

Top Sells

1
+$882K
2
+$699K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$391K
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
1076
$0 ﹤0.01%
15
1077
– –
-211
1078
– –
-2
1079
– –
-5
1080
– –
-20
1081
– –
-39
1082
$0 ﹤0.01%
+59
1083
– –
-48
1084
– –
-25
1085
– –
-198
1086
– –
-108
1087
– –
-232
1088
– –
-1,376
1089
– –
-1,000
1090
– –
-1,838
1091
– –
-59
1092
– –
-64
1093
– –
-225
1094
– –
-23
1095
– –
-400
1096
$0 ﹤0.01%
100
1097
– –
-162,807
1098
– –
-3,250
1099
$0 ﹤0.01%
833
1100
$0 ﹤0.01%
13
42 43
44
45 46