CIM

Corda Investment Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$6.16M
3
+$5.92M
4
KO icon
Coca-Cola
KO
+$5.49M
5
ENIA
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
+$3.79M

Top Sells

1
+$1.28M
2
+$717K
3
+$141K
4
JNJ icon
Johnson & Johnson
JNJ
+$87.3K
5
NVS icon
Novartis
NVS
+$82.2K

Sector Composition

1 Consumer Staples 18.24%
2 Healthcare 14.72%
3 Energy 13.49%
4 Materials 9.83%
5 Financials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.81M 1.58%
76,874
+45
27
$5.49M 1.5%
222,711
-564
28
$5.21M 1.42%
172,622
+436
29
$5.15M 1.4%
133,551
-484
30
$5.14M 1.4%
110,041
+2,876
31
$5.12M 1.4%
81,587
-793
32
$3.82M 1.04%
39,714
+268
33
$3.79M 1.03%
+437,461
34
$3.66M 1%
+344,258
35
$3.6M 0.98%
+93,884
36
$3.12M 0.85%
36,025
-235
37
$3.05M 0.83%
+61,779
38
$2.93M 0.8%
42,097
+1,344
39
$2.32M 0.63%
20,402
-415
40
$2.21M 0.6%
18,192
+843
41
$1.81M 0.49%
39,397
-308
42
$1.44M 0.39%
20,237
-685
43
$1.27M 0.35%
+49,686
44
$1.25M 0.34%
45,443
-1,770
45
$1.1M 0.3%
13,780
-823
46
– –
-31,922
1
2