CDM 0.69% 72.5¢ cadence capital limited

Just looking at the differences of holdings comparing Nov '21 to...

  1. 580 Posts.
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    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
 
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