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
$1.26B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.17M
3
+$1.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.35M
5
LLY icon
Eli Lilly
LLY
+$1.3M

Top Sells

1
+$4.94M
2
+$2.28M
3
+$1.74M
4
MRK icon
Merck
MRK
+$1.61M
5
DE icon
Deere & Co
DE
+$1.29M

Sector Composition

1 Consumer Staples 23.36%
2 Financials 19.02%
3 Real Estate 11.53%
4 Healthcare 10.64%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.17%
32,770
52
$1.83M 0.15%
12,033
+236
53
$1.68M 0.13%
28,715
-428
54
$1.68M 0.13%
3,215
+472
55
$1.61M 0.13%
9,514
+269
56
$1.61M 0.13%
5,769
-51
57
$1.61M 0.13%
3,312
+401
58
$1.45M 0.12%
7,218
+695
59
$1.39M 0.11%
12,224
-23
60
$1.3M 0.1%
+1,667
61
$1.3M 0.1%
25,964
+4,360
62
$1.28M 0.1%
+8,141
63
$1.28M 0.1%
1,039
64
$1.19M 0.09%
+3,243
65
$1.19M 0.09%
+7,202
66
$1.07M 0.08%
+2,779
67
$1.03M 0.08%
+10,555
68
– –
-9,674
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3