LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$515K
2 +$490K
3 +$443K
4
TGT icon
Target
TGT
+$318K
5
APD icon
Air Products & Chemicals
APD
+$292K

Top Sells

1 +$1.49M
2 +$470K
3 +$259K
4
PII icon
Polaris
PII
+$211K
5
TROW icon
T. Rowe Price
TROW
+$204K

Sector Composition

1 Technology 20.47%
2 Industrials 17.41%
3 Financials 12.44%
4 Real Estate 8.46%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,770