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
$144M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.22M
3
+$745K
4
DLR icon
Digital Realty Trust
DLR
+$713K
5
VZ icon
Verizon
VZ
+$602K

Top Sells

1
+$1.93M
2
+$843K
3
+$661K
4
MRK icon
Merck
MRK
+$490K
5
CMI icon
Cummins
CMI
+$446K

Sector Composition

1 Industrials 19.23%
2 Technology 18.53%
3 Healthcare 9.4%
4 Financials 8.92%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.41%
63,868
-11,050
27
$2.03M 1.4%
23,270
28
$1.82M 1.26%
17,067
-4,603
29
$1.76M 1.22%
7,372
-1,866
30
$1.71M 1.18%
4,131
-1,600
31
$1.66M 1.15%
37,244
32
$1.56M 1.08%
8,564
-268
33
$1.54M 1.06%
16,529
+1,160
34
$1.53M 1.06%
39,307
+15,474
35
$1.46M 1.01%
14,805
+7,255
36
$1.43M 0.99%
18,706
-2,250
37
$1.35M 0.93%
4,685
-225
38
$1.33M 0.92%
13,459
39
$1.32M 0.91%
31,439
40
$1.27M 0.88%
19,681
-900
41
$1.07M 0.74%
2,272
-240
42
$1.03M 0.71%
25,277
-200
43
$974K 0.67%
4,373
44
$958K 0.66%
6,056
-432
45
$949K 0.66%
47,784
46
$922K 0.64%
5,947
47
$772K 0.53%
16,993
-1,575
48
$770K 0.53%
5,829
+2,475
49
$762K 0.53%
9,961
+165
50
$755K 0.52%
3,308
1
2
3 4