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
$1.1B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$12.4M
3
+$11.2M
4
VTRS icon
Viatris
VTRS
+$4.96M
5
UL icon
Unilever
UL
+$4.25M

Top Sells

1
+$2.42M
2
+$1.3M
3
+$1.29M
4
LEVI icon
Levi Strauss
LEVI
+$1.1M
5
DIS icon
Walt Disney
DIS
+$1.06M

Sector Composition

1 Consumer Staples 24.63%
2 Financials 14.44%
3 Real Estate 9.95%
4 Healthcare 9.51%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.25%
44,752
+1,602
52
$2.48M 0.22%
44,432
+12,122
53
$2.03M 0.18%
5,105
-1,440
54
$1.69M 0.15%
35,633
-2,871
55
$1.61M 0.15%
45,546
+42
56
$1.59M 0.14%
6,465
57
$1.54M 0.14%
4
58
$1.49M 0.13%
65,056
-4,037
59
$1.43M 0.13%
11,898
-52
60
$1.39M 0.13%
15,098
-1,100
61
$1.27M 0.12%
+24,396
62
$1.09M 0.1%
14,363
-1,087
63
– –
-15,584
64
– –
-4,741
1 2
3