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
$1.26B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.17M
3
+$1.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.35M
5
LLY icon
Eli Lilly
LLY
+$1.3M

Top Sells

1
+$4.94M
2
+$2.28M
3
+$1.74M
4
MRK icon
Merck
MRK
+$1.61M
5
DE icon
Deere & Co
DE
+$1.29M

Sector Composition

1 Consumer Staples 23.36%
2 Financials 19.02%
3 Real Estate 11.53%
4 Healthcare 10.64%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.7M 1.96%
87,596
-1,134
27
$24.6M 1.96%
453,244
+15,689
28
$24M 1.91%
996,441
+3,178
29
$22.7M 1.81%
868,682
+36,501
30
$20.7M 1.65%
226,847
+2,568
31
$20.5M 1.63%
208,719
+8,186
32
$19.8M 1.58%
227,760
+14,023
33
$19.4M 1.54%
588,763
+37,199
34
$18.4M 1.47%
43,817
-2,099
35
$15M 1.2%
1,131,220
+27,028
36
$14.7M 1.17%
733,024
-11,505
37
$12.4M 0.99%
25,805
+183
38
$10.1M 0.8%
291,099
+20,241
39
$9.99M 0.8%
23,750
+1,988
40
$9.89M 0.79%
50,851
+524
41
$8.56M 0.68%
91,112
-820
42
$7.45M 0.59%
77,038
-4,513
43
$7.03M 0.56%
60,439
+5,383
44
$6.34M 0.5%
130,443
-3,575
45
$4.05M 0.32%
33,499
-40,829
46
$3.5M 0.28%
19,166
+341
47
$2.54M 0.2%
4
48
$2.53M 0.2%
50,404
-2,363
49
$2.45M 0.19%
27,110
+5,070
50
$2.25M 0.18%
6,465
1
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3