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
$126M
AUM Growth
-$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.76M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$788K
5
BLK icon
Blackrock
BLK
+$544K

Top Sells

1
+$1.53M
2
+$725K
3
+$708K
4
MRK icon
Merck
MRK
+$652K
5
ADM icon
Archer Daniels Midland
ADM
+$616K

Sector Composition

1 Industrials 18.06%
2 Technology 17.26%
3 Healthcare 14.09%
4 Consumer Staples 9.24%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$660K 0.53%
8,231
52
$640K 0.51%
15,463
-2,000
53
$613K 0.49%
13,485
-362
54
$613K 0.49%
12,801
-5,941
55
$603K 0.48%
11,987
+324
56
$603K 0.48%
8,533
57
$596K 0.47%
6,157
58
$594K 0.47%
7,047
59
$547K 0.44%
5,119
60
$544K 0.43%
+989
61
$541K 0.43%
9,296
-1,600
62
$516K 0.41%
2,990
63
$456K 0.36%
2,542
+384
64
$448K 0.36%
14,740
65
$446K 0.35%
4,681
-3,807
66
$430K 0.34%
19,410
+1,095
67
$393K 0.31%
4,920
-250
68
$385K 0.31%
10,376
+830
69
$371K 0.3%
2,937
70
$362K 0.29%
3,244
-2,850
71
$353K 0.28%
2,617
+107
72
$352K 0.28%
4,026
-347
73
$317K 0.25%
3,200
+275
74
$317K 0.25%
5,300
75
$310K 0.25%
6,390
1 2
3
4