LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$121K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.14M
3
+$424K
4
SEP
Spectra Engy Parters Lp
SEP
+$216K
5
EMR icon
Emerson Electric
EMR
+$152K

Top Sells

1
+$1.14M
2
+$597K
3
+$521K
4
MSFT icon
Microsoft
MSFT
+$407K
5
NGG icon
National Grid
NGG
+$350K

Sector Composition

1 Technology 16.62%
2 Industrials 14.77%
3 Materials 9.76%
4 Healthcare 9.53%
5 Energy 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.4%
16,946
-1,606
27
$1.49M 1.2%
13,591
+916
28
$1.46M 1.17%
5,288
-42
29
$1.46M 1.17%
13,515
-1,095
30
$1.37M 1.1%
53,867
31
$1.34M 1.08%
6,515
-655
32
$1.33M 1.07%
20,703
-2,818
33
$1.26M 1.01%
26,044
+249
34
$1.21M 0.97%
74,142
+800
35
$1.19M 0.95%
14,194
+252
36
$1.11M 0.89%
17,623
+674
37
$1.08M 0.87%
8,581
-1,797
38
$867K 0.7%
10,750
-60
39
$828K 0.67%
11,223
+728
40
$811K 0.65%
10,145
-1,665
41
$724K 0.58%
13,384
+165
42
$702K 0.57%
22,052
43
$691K 0.56%
17,152
-28,339
44
$655K 0.53%
7,815
+115
45
$647K 0.52%
13,850
-214
46
$621K 0.5%
24,778
-500
47
$548K 0.44%
3,892
48
$473K 0.38%
17,344
+1,644
49
$466K 0.38%
11,146
+272
50
$461K 0.37%
9,516
1
2
3