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
$126M
AUM Growth
-$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.76M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$788K
5
BLK icon
Blackrock
BLK
+$544K

Top Sells

1
+$1.53M
2
+$725K
3
+$708K
4
MRK icon
Merck
MRK
+$652K
5
ADM icon
Archer Daniels Midland
ADM
+$616K

Sector Composition

1 Industrials 18.06%
2 Technology 17.26%
3 Healthcare 14.09%
4 Consumer Staples 9.24%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$300K 0.24%
1,035
-1,165
77
$291K 0.23%
+2,627
78
$288K 0.23%
2,815
79
$279K 0.22%
6,976
+376
80
$273K 0.22%
3,715
81
$265K 0.21%
3,191
82
$264K 0.21%
2,350
83
$263K 0.21%
6,035
-16,236
84
$257K 0.2%
3,664
85
$252K 0.2%
+1,748
86
$224K 0.18%
1,506
+67
87
$219K 0.17%
5,435
88
$177K 0.14%
18,500
89
– –
-3,081
90
– –
-5,155
1 2 3
4