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
$116M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$1.16M
3 +$1.06M
4
KSS icon
Kohl's
KSS
+$596K
5
CAT icon
Caterpillar
CAT
+$540K

Sector Composition

1 Technology 16.45%
2 Industrials 13.27%
3 Healthcare 10.82%
4 Energy 9.54%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,681
77
-7,305
78
-5,994
79
-11,914
80
-16,569