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
$128M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$486K
3 +$358K
4
T icon
AT&T
T
+$339K
5
EPD icon
Enterprise Products Partners
EPD
+$302K

Top Sells

1 +$1.38M
2 +$1.1M
3 +$744K
4
VTR icon
Ventas
VTR
+$510K
5
MSFT icon
Microsoft
MSFT
+$372K

Sector Composition

1 Technology 20.5%
2 Industrials 17.86%
3 Healthcare 13.14%
4 Consumer Discretionary 10.77%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,134
77
-13,600
78
-12,151