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
$105M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$884K
3
+$819K
4
KMB icon
Kimberly-Clark
KMB
+$614K
5
AAPL icon
Apple
AAPL
+$290K

Top Sells

1
+$1.32M
2
+$1.17M
3
+$513K
4
TUP
Tupperware Brands Corporation
TUP
+$459K
5
GE icon
GE Aerospace
GE
+$441K

Sector Composition

1 Technology 18.28%
2 Industrials 11.97%
3 Healthcare 10.8%
4 Consumer Discretionary 10.49%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.6%
5,915
52
$619K 0.59%
20,855
+6,945
53
$614K 0.58%
+5,390
54
$613K 0.58%
4,325
-75
55
$558K 0.53%
12,504
+14
56
$549K 0.52%
5,624
+770
57
$536K 0.51%
8,594
-200
58
$530K 0.5%
9,423
-1,426
59
$504K 0.48%
8,040
60
$503K 0.48%
13,935
-4,065
61
$478K 0.45%
13,600
62
$466K 0.44%
3,542
-350
63
$448K 0.43%
33,891
+7,413
64
$412K 0.39%
6,205
65
$398K 0.38%
3,663
+800
66
$389K 0.37%
1,205
+75
67
$387K 0.37%
8,466
68
$375K 0.36%
4,775
-390
69
$353K 0.34%
3,844
-133
70
$312K 0.3%
7,602
-3,062
71
$276K 0.26%
7,489
-3,035
72
$275K 0.26%
2,265
-500
73
$274K 0.26%
2,092
-142
74
$251K 0.24%
3,762
+100
75
$233K 0.22%
3,533
+278
1 2
3
4