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
$1.25B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$6.97M
3
+$6.96M
4
MDT icon
Medtronic
MDT
+$2.29M
5
VZ icon
Verizon
VZ
+$2.24M

Top Sells

1
+$9.34M
2
+$6.06M
3
+$4.58M
4
NVS icon
Novartis
NVS
+$2.05M
5
MRK icon
Merck
MRK
+$1.39M

Sector Composition

1 Consumer Staples 23.27%
2 Financials 14.56%
3 Healthcare 10.91%
4 Consumer Discretionary 9.55%
5 Real Estate 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 1.81%
579,748
+23,819
27
$22.4M 1.79%
942,230
+70,215
28
$22.3M 1.78%
215,841
+15,882
29
$21.1M 1.69%
240,028
-52,137
30
$20.8M 1.66%
636,441
+67,117
31
$20.4M 1.63%
73,029
-479
32
$19.1M 1.52%
800,520
+89,460
33
$18.6M 1.49%
870,957
+326,206
34
$18.3M 1.46%
519,145
+34,957
35
$18.2M 1.46%
722,838
-18,612
36
$16M 1.28%
688,506
+300,049
37
$15.6M 1.25%
193,799
+28,403
38
$15.5M 1.24%
148,240
+7,332
39
$15M 1.2%
48,523
-534
40
$14.6M 1.17%
57,399
-5,045
41
$13.4M 1.07%
1,067,232
+95,787
42
$13.3M 1.06%
144,723
-22,246
43
$12.7M 1.01%
292,757
-2,702
44
$12.1M 0.97%
98,506
-2,372
45
$11.9M 0.95%
652,484
+23,464
46
$10.2M 0.82%
27,145
-24,833
47
$10M 0.8%
184,036
-1,222
48
$6M 0.48%
20,808
+2,036
49
$4.04M 0.32%
36,803
-1,332
50
$3.99M 0.32%
169,592
-23,468
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