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
$1.25B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$6.97M
3
+$6.96M
4
MDT icon
Medtronic
MDT
+$2.29M
5
VZ icon
Verizon
VZ
+$2.24M

Top Sells

1
+$9.34M
2
+$6.06M
3
+$4.58M
4
NVS icon
Novartis
NVS
+$2.05M
5
MRK icon
Merck
MRK
+$1.39M

Sector Composition

1 Consumer Staples 23.27%
2 Financials 14.56%
3 Healthcare 10.91%
4 Consumer Discretionary 9.55%
5 Real Estate 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.29%
34,594
+91
52
$3.23M 0.26%
20,964
-267
53
$2.49M 0.2%
61,142
-1,462
54
$1.86M 0.15%
4
55
$1.74M 0.14%
32,505
-211
56
$1.46M 0.12%
6,485
57
$1.22M 0.1%
12,037
-58
58
$1.22M 0.1%
11,703
+262
59
$1.21M 0.1%
+5,825
60
$1.14M 0.09%
+8,961
61
$1.12M 0.09%
+21,520
62
$1.02M 0.08%
10,374
-395
63
$1M 0.08%
+4,438
64
– –
-7,049
1 2
3