LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$884K
3
+$819K
4
KMB icon
Kimberly-Clark
KMB
+$614K
5
AAPL icon
Apple
AAPL
+$290K

Top Sells

1
+$1.32M
2
+$1.17M
3
+$513K
4
TUP
Tupperware Brands Corporation
TUP
+$459K
5
GE icon
GE Aerospace
GE
+$441K

Sector Composition

1 Technology 18.28%
2 Industrials 11.97%
3 Healthcare 10.8%
4 Consumer Discretionary 10.49%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.38%
7,178
-270
27
$1.44M 1.36%
9,618
-650
28
$1.26M 1.19%
11,378
-623
29
$1.22M 1.16%
26,546
30
$1.19M 1.13%
8,904
31
$1.12M 1.07%
4,497
-5,280
32
$1.11M 1.06%
14,540
+700
33
$1.08M 1.03%
42,780
-20,240
34
$1.05M 1%
9,855
+735
35
$1.04M 0.99%
24,146
-9,318
36
$996K 0.95%
60,130
37
$969K 0.92%
12,930
38
$955K 0.91%
14,007
-333
39
$832K 0.79%
9,195
-295
40
$819K 0.78%
+22,839
41
$788K 0.75%
24,974
-14,550
42
$754K 0.72%
22,052
43
$742K 0.7%
18,820
+7,344
44
$724K 0.69%
5,607
-35
45
$721K 0.68%
15,120
46
$715K 0.68%
6,581
-4,052
47
$708K 0.67%
4,590
-506
48
$700K 0.66%
9,681
-125
49
$663K 0.63%
8,890
50
$655K 0.62%
7,312
+1,700
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