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
$118M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.08M
3
+$914K
4
CTVA icon
Corteva
CTVA
+$703K
5
MDT icon
Medtronic
MDT
+$646K

Top Sells

1
+$1.06M
2
+$701K
3
+$528K
4
TUP
Tupperware Brands Corporation
TUP
+$476K
5
NGG icon
National Grid
NGG
+$445K

Sector Composition

1 Technology 19.15%
2 Industrials 12.81%
3 Consumer Discretionary 12.6%
4 Healthcare 10.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.42%
43,614
+7,800
27
$1.53M 1.29%
8,904
28
$1.52M 1.29%
11,633
-80
29
$1.5M 1.28%
10,565
30
$1.42M 1.21%
8,593
31
$1.4M 1.19%
34,567
-2,300
32
$1.4M 1.19%
4,780
-170
33
$1.36M 1.15%
10,175
+2,150
34
$1.34M 1.14%
42,360
35
$1.27M 1.08%
16,577
36
$1.26M 1.07%
12,164
+5,605
37
$1.26M 1.07%
26,546
38
$1.22M 1.04%
24,740
39
$1.11M 0.94%
12,930
40
$1.08M 0.91%
+21,812
41
$1.06M 0.9%
57,650
42
$957K 0.81%
9,022
-130
43
$912K 0.77%
22,052
44
$862K 0.73%
24,760
45
$777K 0.66%
8,890
46
$770K 0.65%
5,532
47
$760K 0.64%
5,766
-350
48
$738K 0.63%
7,312
49
$728K 0.62%
8,656
50
$703K 0.6%
+23,789
1
2
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