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
$144M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.22M
3
+$745K
4
DLR icon
Digital Realty Trust
DLR
+$713K
5
VZ icon
Verizon
VZ
+$602K

Top Sells

1
+$1.93M
2
+$843K
3
+$661K
4
MRK icon
Merck
MRK
+$490K
5
CMI icon
Cummins
CMI
+$446K

Sector Composition

1 Industrials 19.23%
2 Technology 18.53%
3 Healthcare 9.4%
4 Financials 8.92%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.26%
3,042
-202
77
$361K 0.25%
7,411
+300
78
$355K 0.25%
4,771
+490
79
$351K 0.24%
2,627
80
$339K 0.23%
4,485
-25,505
81
$319K 0.22%
1,930
82
$310K 0.21%
3,191
83
$285K 0.2%
3,715
84
$284K 0.2%
3,090
+60
85
$274K 0.19%
6,865
-180
86
$269K 0.19%
2,350
87
$264K 0.18%
+4,335
88
$249K 0.17%
7,740
89
$234K 0.16%
9,954
-2,500
90
$224K 0.16%
2,987
91
$217K 0.15%
2,190
92
$216K 0.15%
+2,325
93
– –
-695
94
– –
-18,500
1 2 3
4