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
$126M
AUM Growth
-$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.76M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$788K
5
BLK icon
Blackrock
BLK
+$544K

Top Sells

1
+$1.53M
2
+$725K
3
+$708K
4
MRK icon
Merck
MRK
+$652K
5
ADM icon
Archer Daniels Midland
ADM
+$616K

Sector Composition

1 Industrials 18.06%
2 Technology 17.26%
3 Healthcare 14.09%
4 Consumer Staples 9.24%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.36%
23,270
27
$1.7M 1.35%
10,353
28
$1.6M 1.27%
39,562
-12,380
29
$1.6M 1.27%
21,251
+3,711
30
$1.56M 1.24%
14,891
+7,541
31
$1.54M 1.23%
31,439
-2,000
32
$1.51M 1.2%
9,235
33
$1.41M 1.12%
+34,737
34
$1.38M 1.09%
17,038
+5,319
35
$1.29M 1.03%
17,416
-9,754
36
$1.17M 0.93%
12,970
+750
37
$1.16M 0.92%
20,581
-1,350
38
$1.15M 0.91%
4,923
+420
39
$1.12M 0.89%
16,354
+6,635
40
$1.12M 0.89%
2,890
-65
41
$1.11M 0.89%
25,477
-750
42
$989K 0.79%
4,373
43
$972K 0.77%
5,947
44
$949K 0.76%
47,784
45
$910K 0.72%
7,088
-366
46
$863K 0.69%
22,729
+2,925
47
$811K 0.65%
3,823
48
$744K 0.59%
19,302
-10,900
49
$733K 0.58%
9,796
-2,289
50
$703K 0.56%
2,400
1
2
3 4