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
$537M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$7.8M
2 +$5.45M
3 +$4.74M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$847K
5
CME icon
CME Group
CME
+$594K

Sector Composition

1 Consumer Staples 23.09%
2 Healthcare 15.67%
3 Energy 13.52%
4 Financials 10.2%
5 Materials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.52M 0.28%
70,000
+200
52
$1.46M 0.27%
45,429
-900
53
-146,113
54
-229,087