LIM
Loudon Investment Management Portfolio holdings
AUM
$191M
1-Year Est. Return
12.76%
1 Year Est. Return
+12.76%
AUM
$191M
AUM Growth
+$10.2M
(+5.6%)
Holding
104
Top Buys
| 1 | +$3.16M | |
| 2 | +$1.1M | |
| 3 | +$983K | |
| 4 |
NextEra Energy
NEE
|
+$738K |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$690K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$1.05M | |
| 3 | +$775K | |
| 4 |
Philip Morris
PM
|
+$715K |
| 5 |
Amgen
AMGN
|
+$609K |
Sector Composition
| 1 | Technology | 23.04% |
| 2 | Industrials | 15.58% |
| 3 | Financials | 13.17% |
| 4 | Healthcare | 8.1% |
| 5 | Real Estate | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Target
TGT
$50.4B
| – | – |
-2,747
|
|
||
102
United Parcel Service
UPS
$90.7B
| – | – |
-4,450
|
|
||
103
Vertex Pharmaceuticals
VRTX
$112B
| – | – |
-485
|
|
||
104
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
| – | – |
-1,820
|
|