LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
1-Year Est. Return
14.9%
1 Year Est. Return
+14.9%
AUM
$181M
AUM Growth
+$5.67M
(+3.2%)
Holding
104
Top Buys
| 1 | +$2.6M | |
| 2 | +$2.03M | |
| 3 | +$1.8M | |
| 4 |
Domino's
DPZ
|
+$1.78M |
| 5 |
RTX Corp
RTX
|
+$536K |
Top Sells
| 1 | +$1.7M | |
| 2 | +$1.19M | |
| 3 | +$1.14M | |
| 4 |
SLB Limited
SLB
|
+$1.01M |
| 5 |
JPMorgan Chase
JPM
|
+$835K |
Sector Composition
| 1 | Technology | 23.1% |
| 2 | Industrials | 15.25% |
| 3 | Financials | 13.07% |
| 4 | Healthcare | 7.96% |
| 5 | Real Estate | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
ConocoPhillips
COP
$108B
| – | – |
-2,180
|
|
||
102
Cognizant
CTSH
$32.3B
| – | – |
-4,282
|
|
||
103
Pfizer
PFE
$139B
| – | – |
-22,370
|
|
||
104
Procter & Gamble
PG
$354B
| – | – |
-2,062
|
|