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
$480M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$10.3M
3 +$10.2M
4
DE icon
Deere & Co
DE
+$6.36M
5
TGT icon
Target
TGT
+$6.02M

Top Sells

1 +$14.1M
2 +$1.02M
3 +$256K
4
SSL icon
Sasol
SSL
+$164K
5
PM icon
Philip Morris
PM
+$124K

Sector Composition

1 Consumer Staples 23.3%
2 Healthcare 15.35%
3 Energy 13.27%
4 Materials 9.38%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.16M 0.24%
14,471
+431
52
$1.15M 0.24%
+29,416
53
-60,600
54
-104,655