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
$139M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$796K
3
+$780K
4
TROW icon
T. Rowe Price
TROW
+$500K
5
DLR icon
Digital Realty Trust
DLR
+$436K

Top Sells

1
+$1.01M
2
+$686K
3
+$681K
4
LEG icon
Leggett & Platt
LEG
+$513K
5
ABBV icon
AbbVie
ABBV
+$312K

Sector Composition

1 Industrials 18.7%
2 Technology 16.39%
3 Healthcare 13.32%
4 Financials 9.35%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.61%
23,270
27
$1.98M 1.43%
74,862
+8,367
28
$1.94M 1.4%
11,151
-578
29
$1.84M 1.33%
24,441
+3,190
30
$1.79M 1.29%
39,837
+5,100
31
$1.7M 1.23%
37,244
-2,318
32
$1.6M 1.15%
8,832
-403
33
$1.58M 1.14%
20,956
+3,540
34
$1.55M 1.12%
31,439
35
$1.52M 1.09%
19,498
+2,460
36
$1.51M 1.09%
4,910
-13
37
$1.48M 1.07%
20,581
38
$1.36M 0.98%
13,459
+489
39
$1.31M 0.94%
25,477
40
$1.22M 0.88%
2,512
-378
41
$1.14M 0.83%
15,369
-985
42
$1.05M 0.76%
5,947
43
$1.04M 0.75%
4,373
44
$939K 0.68%
23,833
+1,104
45
$923K 0.67%
47,784
46
$910K 0.66%
6,488
-600
47
$845K 0.61%
18,568
-734
48
$821K 0.59%
3,308
-515
49
$780K 0.56%
+3,681
50
$757K 0.55%
7,550
+4,350
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