Sonora Investment Management, LLC

données du 30/09/2021

Capitalisation

$ 794.997 M 3.94 %

Période de détention moyenne

10 ans

Performance

$ 289.553 M 40.93 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Sonora Investment Management, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2021/09/30 AAPL APPLE INC 5.20% 41.305 M $ 291908 2015/09/30 1.378 M $ 3.31 %
2021/09/30 MSFT MICROSOFT CORP 4.73% 37.612 M $ 133414 2015/09/30 1.458 M $ 4.07 %
2021/09/30 GOOG ALPHABET INC 3.20% 25.408 M $ 9533 2015/12/31 1.496 M $ 6.34 %
2021/09/30 QCOM QUALCOMM INC 2.54% 20.219 M $ 156763 2015/09/30 -2.191 M $ -9.76 %
2021/09/30 RSG REPUBLIC SVCS INC 1.75% 13.896 M $ 115741 2015/09/30 1.141 M $ 9.14 %
2021/09/30 BX BLACKSTONE INC 1.70% 13.540 M $ 116386 2021/06/30 2.223 M $ 19.77 %
2021/09/30 HD HOME DEPOT INC 1.70% 13.505 M $ 41142 2015/09/30 376.008 K $ 2.94 %
2021/09/30 JPM JPMORGAN CHASE CO 1.62% 12.916 M $ 78904 2015/09/30 619.090 K $ 5.24 %
2021/09/30 COST COSTCO WHSL CORP NEW 1.62% 12.884 M $ 28672 2015/09/30 1.499 M $ 13.57 %
2021/09/30 JNJ JOHNSON JOHNSON 1.58% 12.552 M $ 77722 2015/09/30 -244.662 K $ -1.97 %
2021/09/30 MGP MGM GROWTH PPTYS LLC 1.58% 12.528 M $ 327092 2016/06/30 552.884 K $ 4.59 %
2021/09/30 ADBE ADOBE SYSTEMS INCORPORATED 1.57% 12.482 M $ 21680 2015/09/30 -215.254 K $ -1.69 %
2021/09/30 WMT WALMART INC 1.57% 12.474 M $ 89496 2015/09/30 -141.967 K $ -1.17 %
2021/09/30 PG PROCTER AND GAMBLE CO 1.57% 12.458 M $ 89116 2015/09/30 436.653 K $ 3.61 %
2021/09/30 PFE PFIZER INC 1.55% 12.354 M $ 287236 2015/09/30 1.086 M $ 9.83 %
2021/09/30 AJG GALLAGHER ARTHUR J CO 1.53% 12.202 M $ 82084 2015/09/30 666.326 K $ 6.12 %
2021/09/30 TXN TEXAS INSTRS INC 1.42% 11.256 M $ 58561 2015/09/30 -5.053 K $ -0.05 %
2021/09/30 ORCL ORACLE CORP 1.41% 11.245 M $ 129059 2015/09/30 1.079 M $ 11.94 %
2021/09/30 PEP PEPSICO INC 1.38% 10.995 M $ 73098 2015/09/30 157.366 K $ 1.51 %
2021/09/30 DTP DTE ENERGY CO 1.34% 10.681 M $ 212518 2019/12/31 179.821 K $ 1.68 %
2021/09/30 CSCO CISCO SYS INC 1.32% 10.524 M $ 193347 2015/09/30 263.175 K $ 2.70 %
2021/09/30 TFC TRUIST FINL CORP 1.29% 10.248 M $ 174737 2019/12/31 516.407 K $ 5.68 %
2021/09/30 LMT LOCKHEED MARTIN CORP 1.29% 10.222 M $ 29619 2015/09/30 -937.650 K $ -8.79 %
2021/09/30 KMB KIMBERLYCLARK CORP 1.24% 9.831 M $ 74226 2015/09/30 -100.391 K $ -1.00 %
2021/09/30 MRK MERCK CO INC 1.23% 9.795 M $ 130414 2021/06/30 -317.500 K $ -3.42 %
2021/09/30 UNP UNION PAC CORP 1.23% 9.761 M $ 49801 2015/09/30 -1.039 M $ -10.88 %
2021/09/30 RTX RAYTHEON TECHNOLOGIES CORP 1.22% 9.736 M $ 113267 2021/06/30 73.607 K $ 0.76 %
2021/09/30 USB US BANCORP DEL 1.22% 9.725 M $ 163608 2015/09/30 371.804 K $ 4.34 %
2021/09/30 VLO VALERO ENERGY CORP 1.19% 9.449 M $ 133900 2015/09/30 -940.657 K $ -9.62 %
2021/09/30 EMR EMERSON ELEC CO 1.13% 8.999 M $ 95527 2015/09/30 -197.017 K $ -2.12 %
2021/09/30 SBUX STARBUCKS CORP 1.13% 8.956 M $ 81189 2015/09/30 -116.700 K $ -1.34 %
2021/09/30 VZ VERIZON COMMUNICATIONS INC 1.11% 8.809 M $ 163104 2015/09/30 -317.093 K $ -3.61 %
2021/09/30 AMZN AMAZON COM INC 1.10% 8.722 M $ 2655 2015/09/30 -375.739 K $ -4.51 %
2021/09/30 HON HONEYWELL INTL INC 1.06% 8.403 M $ 39586 2015/09/30 -266.305 K $ -3.22 %
2021/09/30 KLAC KLA CORP 1.05% 8.312 M $ 24848 2016/12/31 242.513 K $ 3.18 %
2021/09/30 NEXTERA ENERGY INC 1.04% 8.277 M $ 162413 2020/03/31 312.676 K $ 4.09 %
2021/09/30 EVRG EVERGY INC 0.97% 7.698 M $ 123759 2019/06/30 223.938 K $ 2.93 %
2021/09/30 DIS DISNEY WALT CO 0.95% 7.555 M $ 44661 2015/09/30 -269.035 K $ -3.75 %
2021/09/30 META FACEBOOK INC 0.93% 7.378 M $ 21739 2015/09/30 -161.175 K $ -2.39 %
2021/09/30 V VISA INC 0.90% 7.185 M $ 32258 2015/09/30 -320.985 K $ -4.73 %
2021/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.90% 7.164 M $ 76333 2016/12/31 -616.715 K $ -8.77 %
2021/09/30 MCD MCDONALDS CORP 0.90% 7.144 M $ 29628 2015/09/30 272.217 K $ 4.38 %
2021/09/30 PNC PNC FINL SVCS GROUP INC 0.90% 7.122 M $ 36402 2015/09/30 160.732 K $ 2.56 %
2021/09/30 MDT MEDTRONIC PLC 0.87% 6.942 M $ 55379 2021/06/30 61.832 K $ 0.98 %
2021/09/30 ACN ACCENTURE PLC IRELAND 0.86% 6.839 M $ 21376 2015/09/30 492.598 K $ 8.53 %
2021/09/30 AMGN AMGEN INC 0.82% 6.547 M $ 30789 2016/12/31 -944.600 K $ -12.76 %
2021/09/30 MMM 3M CO 0.82% 6.530 M $ 37228 2015/09/30 -708.484 K $ -9.77 %
2021/09/30 GOOGL ALPHABET INC 0.81% 6.422 M $ 2402 2015/12/31 540.789 K $ 9.49 %
2021/09/30 GIS GENERAL MLS INC 0.78% 6.192 M $ 103505 2015/09/30 -114.454 K $ -1.82 %
2021/09/30 LUV SOUTHWEST AIRLS CO 0.76% 6.046 M $ 117561 2015/09/30 -165.908 K $ -3.13 %
2021/09/30 AMERICAN ELEC PWR CO INC 0.76% 6.037 M $ 126647 2020/03/31 -185.393 K $ -2.97 %
2021/09/30 ITW ILLINOIS TOOL WKS INC 0.75% 5.929 M $ 28693 2016/09/30 -439.790 K $ -7.57 %
2021/09/30 MGM MGM RESORTS INTERNATIONAL 0.73% 5.815 M $ 134770 2015/09/30 65.565 K $ 1.17 %
2021/09/30 LEG LEGGETT PLATT INC 0.70% 5.580 M $ 124439 2016/09/30 -705.050 K $ -13.45 %
2021/09/30 UNH UNITEDHEALTH GROUP INC 0.69% 5.521 M $ 14128 2015/09/30 -115.429 K $ -2.42 %
2021/09/30 IONS IONIS PHARMACEUTICALS INC 0.69% 5.491 M $ 163703 2015/12/31 -1.071 M $ -15.92 %
2021/09/30 KO COCA COLA CO 0.66% 5.269 M $ 100419 2015/09/30 -163.758 K $ -3.03 %
2021/09/30 PAYX PAYCHEX INC 0.64% 5.050 M $ 44908 2015/09/30 195.560 K $ 4.80 %
2021/09/30 T ATT INC 0.62% 4.900 M $ 181414 2015/09/30 -334.372 K $ -6.12 %
2021/09/30 RPM RPM INTL INC 0.60% 4.768 M $ 61407 2015/09/30 -632.537 K $ -12.44 %
2021/09/30 EAF GRAFTECH INTL LTD 0.58% 4.608 M $ 446485 2021/06/30 -13.000 K $ -11.21 %
2021/09/30 INTC INTEL CORP 0.53% 4.240 M $ 79585 2015/09/30 -230.035 K $ -5.09 %
2021/09/30 CLF CLEVELANDCLIFFS INC NEW 0.52% 4.124 M $ 208160 2021/06/30 -349.886 K $ -8.12 %
2021/09/30 IRM IRON MTN INC NEW 0.52% 4.106 M $ 94509 2018/06/30 109.004 K $ 2.67 %
2021/09/30 CGNX COGNEX CORP 0.51% 4.092 M $ 51008 2015/09/30 -196.413 K $ -4.56 %
2021/09/30 GNL GLOBAL NET LEASE INC 0.51% 4.027 M $ 251347 2021/06/30 -568.929 K $ -13.41 %
2021/09/30 GLW CORNING INC 0.50% 3.972 M $ 108860 2015/09/30 -490.524 K $ -10.78 %
2021/09/30 ITCI INTRACELLULAR THERAPIES INC 0.42% 3.375 M $ 90531 2020/06/30 -305.434 K $ -8.67 %
2021/09/30 KMI KINDER MORGAN INC DEL 0.42% 3.307 M $ 197641 2015/09/30 -262.159 K $ -8.23 %
2021/09/30 CVS CVS HEALTH CORP 0.41% 3.264 M $ 38469 2015/09/30 47.091 K $ 1.70 %
2021/09/30 XOM EXXON MOBIL CORP 0.40% 3.199 M $ 54378 2015/09/30 -181.254 K $ -6.75 %
2021/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.40% 3.162 M $ 22762 2016/09/30 -173.983 K $ -5.22 %
2021/09/30 EXPI EXP WORLD HLDGS INC 0.39% 3.136 M $ 78847 2017/12/31 80.343 K $ 2.58 %
2021/09/30 CINF CINCINNATI FINL CORP 0.38% 3.035 M $ 26572 2015/12/31 -65.640 K $ -2.06 %
2021/09/30 HBI HANESBRANDS INC 0.37% 2.939 M $ 171252 2019/09/30 -232.600 K $ -8.09 %
2021/09/30 PAGS PAGSEGURO DIGITAL LTD 0.36% 2.837 M $ 54852 2019/09/30 -231.701 K $ -7.51 %
2021/09/30 CVX CHEVRON CORP NEW 0.34% 2.689 M $ 26502 2015/09/30 -73.018 K $ -3.14 %
2021/09/30 CLX CLOROX CO DEL 0.33% 2.623 M $ 15836 2018/03/31 -232.875 K $ -7.95 %
2021/09/30 TECK TECK RESOURCES LTD 0.30% 2.414 M $ 96917 2015/09/30 181.431 K $ 8.12 %
2021/09/30 TXRH TEXAS ROADHOUSE INC 0.29% 2.317 M $ 25370 2015/09/30 -124.038 K $ -5.06 %
2021/09/30 WPC WP CAREY INC 0.28% 2.195 M $ 30046 2020/03/31 -28.671 K $ -2.11 %
2021/09/30 WPM WHEATON PRECIOUS METALS CORP 0.26% 2.050 M $ 54552 2017/06/30 -262.046 K $ -14.73 %
2021/09/30 AMT AMERICAN TOWER CORP NEW 0.24% 1.915 M $ 7214 2021/06/30 -35.077 K $ -1.75 %
2021/09/30 WM WASTE MGMT INC DEL 0.22% 1.712 M $ 11466 2015/09/30 109.945 K $ 6.60 %
2021/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.21% 1.680 M $ 6155 2015/09/30 -25.193 K $ -1.79 %
2021/09/30 TGT TARGET CORP 0.21% 1.660 M $ 7256 2021/06/30 -98.131 K $ -5.37 %
2021/09/30 PLUG PLUG POWER INC 0.21% 1.640 M $ 64207 2020/03/31 -548.582 K $ -25.30 %
2021/09/30 CSX CSX CORP 0.20% 1.611 M $ 54155 2015/09/30 -132.018 K $ -7.29 %
2021/09/30 AVGO BROADCOM INC 0.19% 1.530 M $ 3156 2021/06/30 22.534 K $ 1.70 %
2021/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.18% 1.451 M $ 12992 2016/12/31 -113.455 K $ -7.08 %
2021/09/30 SPY SPDR SP 500 ETF TR 0.18% 1.436 M $ 3347 2015/09/30 3.638 K $ 0.25 %
2021/09/30 NVDA NVIDIA CORPORATION 0.17% 1.382 M $ 6671 2015/09/30 36.921 K $ 3.60 %
2021/09/30 BA BOEING CO 0.17% 1.338 M $ 6082 2015/09/30 -116.621 K $ -8.19 %
2021/09/30 FITB FIFTH THIRD BANCORP 0.16% 1.262 M $ 29731 2017/09/30 114.945 K $ 11.01 %
2021/09/30 HUN HUNTSMAN CORP 0.16% 1.259 M $ 42544 2015/09/30 128.203 K $ 11.58 %
2021/09/30 PSX PHILLIPS 66 0.16% 1.252 M $ 17881 2015/09/30 -259.840 K $ -18.40 %
2021/09/30 DG DOLLAR GEN CORP NEW 0.15% 1.201 M $ 5663 2020/06/30 -24.280 K $ -1.96 %
2021/09/30 MPW MEDICAL PPTYS TRUST INC 0.14% 1.130 M $ 56288 2015/09/30 -1.688 K $ -0.15 %
2021/09/30 WY WEYERHAEUSER CO MTN BE 0.14% 1.103 M $ 31003 2015/09/30 33.900 K $ 3.11 %
2021/09/30 PNW PINNACLE WEST CAP CORP 0.14% 1.102 M $ 15225 2019/09/30 -531.529 K $ -11.72 %