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
$133M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$987K
2
+$521K
3
+$457K
4
CMCSA icon
Comcast
CMCSA
+$449K
5
APD icon
Air Products & Chemicals
APD
+$331K

Top Sells

1
+$796K
2
+$414K
3
+$411K
4
T icon
AT&T
T
+$287K
5
ADM icon
Archer Daniels Midland
ADM
+$263K

Sector Composition

1 Technology 17.25%
2 Industrials 16.88%
3 Healthcare 16.08%
4 Consumer Staples 9.14%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.38%
17,540
+9,413
27
$1.81M 1.36%
9,373
+551
28
$1.78M 1.34%
47,673
+2,093
29
$1.59M 1.19%
33,439
30
$1.54M 1.15%
9,235
-329
31
$1.38M 1.03%
26,227
-3,074
32
$1.27M 0.95%
2,955
-56
33
$1.26M 0.94%
30,202
-3,718
34
$1.21M 0.91%
21,931
-150
35
$1.17M 0.88%
12,220
+24
36
$1.08M 0.81%
4,503
+1,378
37
$1.06M 0.8%
47,784
-2,059
38
$1.06M 0.79%
5,947
39
$1.06M 0.79%
22,271
+9,645
40
$1.05M 0.79%
11,719
+1,277
41
$1.05M 0.79%
7,454
+1,101
42
$1.02M 0.76%
18,742
-7,565
43
$1M 0.75%
19,804
-407
44
$928K 0.7%
12,085
+144
45
$919K 0.69%
4,373
-13
46
$846K 0.63%
3,823
-15
47
$828K 0.62%
7,350
-1,870
48
$801K 0.6%
17,463
49
$795K 0.6%
9,719
+975
50
$786K 0.59%
8,488
-51
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2
3 4