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
$175M
AUM Growth
-$762K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.76M
3
+$1.06M
4
WEC icon
WEC Energy
WEC
+$784K
5
PAYX icon
Paychex
PAYX
+$701K

Top Sells

1
+$3.16M
2
+$1.3M
3
+$1.27M
4
CCI icon
Crown Castle
CCI
+$975K
5
WHR icon
Whirlpool
WHR
+$380K

Sector Composition

1 Technology 22.37%
2 Industrials 15.95%
3 Financials 13.53%
4 Healthcare 8.53%
5 Real Estate 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.35%
7,526
+180
27
$2.3M 1.31%
50,652
+1,725
28
$2.21M 1.26%
20,180
29
$2.21M 1.26%
52,784
+11,720
30
$2.03M 1.16%
6,896
+1,437
31
$1.94M 1.11%
4,131
32
$1.78M 1.02%
20,382
33
$1.76M 1%
+53,105
34
$1.53M 0.88%
13,791
-1,120
35
$1.52M 0.87%
26,160
+4,180
36
$1.48M 0.84%
4,836
+295
37
$1.44M 0.82%
28,187
+10,285
38
$1.43M 0.82%
9,565
+256
39
$1.39M 0.79%
31,439
40
$1.06M 0.61%
+4,279
41
$1.06M 0.61%
6,895
+4,545
42
$1.06M 0.6%
10,132
-12,412
43
$1M 0.57%
6,051
44
$988K 0.56%
8,985
-2,171
45
$980K 0.56%
3,564
-58
46
$964K 0.55%
2,157
-117
47
$961K 0.55%
12,176
-135
48
$939K 0.54%
21,201
+240
49
$935K 0.53%
10,419
-2,889
50
$922K 0.53%
24,989
-85,564
1
2
3 4 5