SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Return
17.61%
This Quarter Return
-1.01%
1 Year Return
+17.61%
3 Year Return
+32.82%
5 Year Return
+55.85%
10 Year Return
–
AUM
$629M
AUM Growth
+$6.9M
(+1.1%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
24.63%
Holding
1,352
New
111
Increased
184
Reduced
103
Closed
124
Top Buys
| 1 |
Eaton
ETN
|
$2.19M |
| 2 |
ABB
ABB Ltd.
ABB
|
$1.79M |
| 3 |
Kimberly-Clark
KMB
|
$1.41M |
| 4 |
General Mills
GIS
|
$1.23M |
| 5 |
Microsoft
MSFT
|
$838K |
Top Sells
Sector Composition
| 1 | Technology | 12.18% |
| 2 | Industrials | 7.42% |
| 3 | Financials | 5.93% |
| 4 | Healthcare | 4.68% |
| 5 | Consumer Staples | 3.23% |
