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
$542M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$4.5M
3
+$4.03M
4
SE
Spectra Energy Corp Wi
SE
+$2.75M
5
KO icon
Coca-Cola
KO
+$2.45M

Top Sells

1
+$5.7M
2
+$870K
3
+$811K
4
DD
Du Pont De Nemours E I
DD
+$623K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$580K

Sector Composition

1 Consumer Staples 22.68%
2 Healthcare 15.39%
3 Energy 12.7%
4 Financials 10.14%
5 Materials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.36%
38,850
-705
52
$1.76M 0.32%
71,291
+783
53
$1.61M 0.3%
46,329
-200
54
$1.3M 0.24%
69,800
55
– –
-96,837
1 2
3