LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
This Quarter Return
+10.25%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.69%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
DuPont de Nemours
DD
|
$6.72M |
| 2 |
Telefonica
TEF
|
$6.4M |
| 3 |
Cardinal Health
CAH
|
$6.38M |
| 4 |
Intel
INTC
|
$6.15M |
| 5 |
SPLS
Staples Inc
SPLS
|
$4.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 17.91% |
| 2 | Technology | 13.89% |
| 3 | Healthcare | 11.52% |
| 4 | Communication Services | 9.37% |
| 5 | Industrials | 8.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.09B
| $253K | 0.19% |
+4,951
| New | +$253K |
|
|
SE
77
DELISTED
Spectra Energy Corp Wi
SE
| $252K | 0.18% |
+7,072
| New | +$252K |
|
78
Philip Morris
PM
$261B
| $244K | 0.18% |
+2,804
| New | +$244K |
|
79
Schlumberger
SLB
$53.6B
| $232K | 0.17% |
+2,575
| New | +$232K |
|
|
PVA
80
DELISTED
PENN VIRGINIA CORP
PVA
| $207K | 0.15% |
+21,914
| New | +$207K |
|