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
$126M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.32M
3 +$506K
4
BUD icon
AB InBev
BUD
+$116K
5
PFE icon
Pfizer
PFE
+$63.9K

Top Sells

1 +$584K
2 +$543K
3 +$519K
4
INTC icon
Intel
INTC
+$425K
5
CAT icon
Caterpillar
CAT
+$410K

Sector Composition

1 Technology 17.62%
2 Consumer Discretionary 11.84%
3 Healthcare 11.25%
4 Industrials 10.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$276K 0.22%
2,434
-100
77
$270K 0.21%
4,230
-125
78
$242K 0.19%
2,432
79
$223K 0.18%
2,327
80
$222K 0.18%
7,048
81
$221K 0.18%
6,325
82
$215K 0.17%
4,240
83
$215K 0.17%
11,170
84
$205K 0.16%
2,590
85
$66K 0.05%
3,750
86
-7,825
87
-21,207
88
-3,884