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
$139M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$796K
3
+$780K
4
TROW icon
T. Rowe Price
TROW
+$500K
5
DLR icon
Digital Realty Trust
DLR
+$436K

Top Sells

1
+$1.01M
2
+$686K
3
+$681K
4
LEG icon
Leggett & Platt
LEG
+$513K
5
ABBV icon
AbbVie
ABBV
+$312K

Sector Composition

1 Industrials 18.7%
2 Technology 16.39%
3 Healthcare 13.32%
4 Financials 9.35%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$324K 0.23%
7,111
+135
77
$323K 0.23%
3,191
78
$323K 0.23%
7,200
+1,900
79
$321K 0.23%
7,045
-6,440
80
$318K 0.23%
+3,030
81
$308K 0.22%
7,166
+1,131
82
$305K 0.22%
1,760
+254
83
$281K 0.2%
1,930
+182
84
$276K 0.2%
3,715
85
$272K 0.2%
2,350
86
$265K 0.19%
7,740
-7,000
87
$258K 0.19%
2,190
-625
88
$235K 0.17%
2,987
-677
89
$201K 0.14%
695
-340
90
$185K 0.13%
18,500
91
– –
-5,435
1 2 3
4