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
$515M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.9M
3 +$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
CINF icon
Cincinnati Financial
CINF
+$1.03M

Top Sells

1 +$7.35M
2 +$935K
3 +$619K
4
GILD icon
Gilead Sciences
GILD
+$460K
5
PAYX icon
Paychex
PAYX
+$345K

Sector Composition

1 Technology 9.47%
2 Industrials 5.4%
3 Financials 5.02%
4 Healthcare 4.55%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$67.1K 0.01%
1,000
202
$66.2K 0.01%
2,000
203
$66.1K 0.01%
2,800
204
$66K 0.01%
278
205
$65.3K 0.01%
1,000
206
$65.2K 0.01%
1,920
207
$65.2K 0.01%
1,400
208
$63.6K 0.01%
590
209
$63.1K 0.01%
3,200
+300
210
$62.2K 0.01%
1,200
211
$60.5K 0.01%
2,175
-550
212
$59.6K 0.01%
1,125
213
$59.2K 0.01%
450
214
$59.2K 0.01%
555
215
$59.1K 0.01%
2,450
216
$58.1K 0.01%
2,140
+1,000
217
$57.5K 0.01%
1,425
218
$56.5K 0.01%
440
219
$56.3K 0.01%
700
220
$56K 0.01%
753
+7
221
$55.8K 0.01%
1,059
+725
222
$54.9K 0.01%
+1,833
223
$54.9K 0.01%
500
224
$54.6K 0.01%
1,180
225
$54.5K 0.01%
900