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
$114M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$548K
2 +$548K
3 +$489K
4
ADM icon
Archer Daniels Midland
ADM
+$401K
5
ITW icon
Illinois Tool Works
ITW
+$349K

Top Sells

1 +$1.73M
2 +$764K
3 +$496K
4
AFL icon
Aflac
AFL
+$364K
5
VZ icon
Verizon
VZ
+$283K

Sector Composition

1 Technology 19.7%
2 Industrials 12.76%
3 Consumer Discretionary 11.25%
4 Healthcare 9.91%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$241K 0.21%
3,009
-75
77
$237K 0.21%
9,385
78
$221K 0.19%
2,327
79
$103K 0.09%
2,066
-2,102
80
$59K 0.05%
3,750
81
-2,265
82
-40,205
83
-3,530