Just looking at the differences of holdings comparing Nov '21 to this latest report. Of the top twenty in November, only 5 are still shown, being CCP,MGH,MNY,RMC and WHC. In November - Communications had 17.9% holding and Technology at 14.5%. This latest report shows Energy largest at 34.2% and next Basic materials at 23.1%.
I've just recently re-entered CDM after Melb IT and on seeing the latest report I'm not comfortable with the mix.
GLTAH
Riv
Ann: Investment Update and NTA March 2022, page-4
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