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
$407M
AUM Growth
-$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.54M
2 +$5.55M
3 +$5.2M
4
K icon
Kellanova
K
+$3.35M
5
DE icon
Deere & Co
DE
+$2.57M

Top Sells

1 +$21M
2 +$8.31M
3 +$4.04M
4
MDLZ icon
Mondelez International
MDLZ
+$1.44M
5
CME icon
CME Group
CME
+$478K

Sector Composition

1 Consumer Staples 21.24%
2 Healthcare 17.68%
3 Energy 13.9%
4 Materials 10.49%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-550,225