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
51
$873K 0.5%
31,216
+195
52
$864K 0.49%
14,190
+2,490
53
$863K 0.49%
10,287
+325
54
$849K 0.48%
8,675
-2,395
55
$848K 0.48%
10,830
+93
56
$830K 0.47%
8,610
+780
57
$784K 0.45%
+7,195
58
$760K 0.43%
2,790
-268
59
$754K 0.43%
12,567
+1,450
60
$718K 0.41%
2,400
61
$660K 0.38%
7,295
62
$645K 0.37%
44,984
-100
63
$637K 0.36%
7,092
+1,530
64
$611K 0.35%
15,463
65
$585K 0.33%
3,685
+610
66
$567K 0.32%
22,370
-7,000
67
$559K 0.32%
7,445
68
$557K 0.32%
4,219
69
$513K 0.29%
4,910
+25
70
$513K 0.29%
+4,585
71
$465K 0.27%
3,913
72
$453K 0.26%
1,786
73
$446K 0.25%
471
-29
74
$424K 0.24%
7,646
-125
75
$386K 0.22%
7,740
1 2
3
4 5