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
$105M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$884K
3
+$819K
4
KMB icon
Kimberly-Clark
KMB
+$614K
5
AAPL icon
Apple
AAPL
+$290K

Top Sells

1
+$1.32M
2
+$1.17M
3
+$513K
4
TUP
Tupperware Brands Corporation
TUP
+$459K
5
GE icon
GE Aerospace
GE
+$441K

Sector Composition

1 Technology 18.28%
2 Industrials 11.97%
3 Healthcare 10.8%
4 Consumer Discretionary 10.49%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.21%
9,385
77
$216K 0.21%
6,958
78
$206K 0.2%
3,530
79
$205K 0.19%
3,440
-1,000
80
$201K 0.19%
3,084
81
$200K 0.19%
2,327
82
$151K 0.14%
4,168
-12,175
83
$53K 0.05%
3,750
84
– –
-13,405
85
– –
-6,425
86
– –
-22,592
87
– –
-10,150
88
– –
-6,325
89
– –
-12,318
1 2 3
4