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
$139M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$796K
3
+$780K
4
TROW icon
T. Rowe Price
TROW
+$500K
5
DLR icon
Digital Realty Trust
DLR
+$436K

Top Sells

1
+$1.01M
2
+$686K
3
+$681K
4
LEG icon
Leggett & Platt
LEG
+$513K
5
ABBV icon
AbbVie
ABBV
+$312K

Sector Composition

1 Industrials 18.7%
2 Technology 16.39%
3 Healthcare 13.32%
4 Financials 9.35%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$738K 0.53%
15,463
52
$737K 0.53%
9,796
53
$716K 0.52%
1,010
+21
54
$689K 0.5%
6,947
-100
55
$684K 0.49%
13,597
+1,610
56
$676K 0.49%
6,157
57
$675K 0.49%
8,185
-46
58
$672K 0.49%
2,400
59
$615K 0.44%
8,045
-488
60
$611K 0.44%
4,819
-300
61
$609K 0.44%
9,605
+309
62
$578K 0.42%
3,022
+480
63
$523K 0.38%
10,908
-1,893
64
$506K 0.37%
20,115
+705
65
$474K 0.34%
3,354
+737
66
$452K 0.33%
5,020
+100
67
$445K 0.32%
2,937
68
$440K 0.32%
2,990
69
$435K 0.31%
3,946
-80
70
$420K 0.3%
+12,454
71
$408K 0.29%
10,446
+70
72
$406K 0.29%
3,244
73
$399K 0.29%
6,976
+586
74
$399K 0.29%
4,281
-400
75
$330K 0.24%
2,627
1 2
3
4