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
$170M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$351K
3
+$304K
4
NEE icon
NextEra Energy
NEE
+$234K
5
UPS icon
United Parcel Service
UPS
+$233K

Top Sells

1
+$460K
2
+$421K
3
+$397K
4
USB icon
US Bancorp
USB
+$265K
5
SLG icon
SL Green Realty
SLG
+$224K

Sector Composition

1 Technology 21.9%
2 Industrials 16.25%
3 Financials 12.21%
4 Healthcare 8.54%
5 Real Estate 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.35%
11,783
+115
27
$2.22M 1.31%
20,180
28
$2.1M 1.23%
34,667
29
$2.04M 1.2%
7,372
30
$2.03M 1.2%
25,952
+255
31
$2.02M 1.19%
49,073
32
$1.77M 1.04%
12,905
+1,700
33
$1.67M 0.98%
13,458
-75
34
$1.56M 0.92%
20,382
-6,005
35
$1.54M 0.91%
4,131
36
$1.49M 0.88%
25,258
-6,728
37
$1.39M 0.82%
15,586
38
$1.32M 0.78%
8,004
39
$1.26M 0.74%
12,455
-24
40
$1.25M 0.73%
12,772
+393
41
$1.17M 0.69%
31,439
42
$1.16M 0.68%
4,477
+485
43
$1.08M 0.64%
4,541
+1
44
$1.08M 0.64%
2,319
45
$968K 0.57%
3,338
46
$881K 0.52%
3,294
-128
47
$870K 0.51%
5,951
-130
48
$782K 0.46%
5,732
+405
49
$757K 0.45%
9,802
-70
50
$748K 0.44%
14,170
+500
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2
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