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
$152M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.72M
3
+$624K
4
CMCSA icon
Comcast
CMCSA
+$363K
5
DLR icon
Digital Realty Trust
DLR
+$353K

Top Sells

1
+$710K
2
+$580K
3
+$339K
4
PII icon
Polaris
PII
+$298K
5
LEG icon
Leggett & Platt
LEG
+$280K

Sector Composition

1 Industrials 19.52%
2 Technology 18.6%
3 Financials 11.35%
4 Healthcare 7.98%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.46%
66,845
+51,943
27
$2.1M 1.39%
23,270
28
$2.04M 1.34%
17,905
+3,100
29
$2.02M 1.33%
11,252
+45
30
$1.81M 1.19%
7,372
31
$1.73M 1.14%
14,957
-2,110
32
$1.71M 1.13%
46,042
+6,735
33
$1.68M 1.11%
4,147
+16
34
$1.61M 1.06%
54,406
-9,462
35
$1.55M 1.02%
8,379
-185
36
$1.54M 1.02%
15,279
-1,250
37
$1.36M 0.9%
19,551
-130
38
$1.32M 0.87%
4,407
-278
39
$1.3M 0.86%
13,459
40
$1.2M 0.79%
15,821
-2,885
41
$1.11M 0.73%
24,439
-12,805
42
$1.06M 0.7%
2,309
+37
43
$992K 0.65%
5,996
+49
44
$980K 0.65%
31,439
45
$969K 0.64%
4,408
+35
46
$941K 0.62%
5,917
-139
47
$930K 0.61%
47,784
48
$927K 0.61%
25,277
49
$892K 0.59%
5,992
+163
50
$817K 0.54%
9,279
+238
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