LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
This Quarter Return
+8.71%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$182M
AUM Growth
+$182M
(+7.3%)
Cap. Flow
-$343K
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
35.69%
Holding
101
New
3
Increased
22
Reduced
32
Closed
4
Top Buys
| 1 |
Pfizer
PFE
|
$515K |
| 2 |
Genpact
G
|
$490K |
| 3 |
Molson Coors Class B
TAP
|
$443K |
| 4 |
Target
TGT
|
$318K |
| 5 |
Air Products & Chemicals
APD
|
$292K |
Top Sells
| 1 |
CVS Health
CVS
|
$1.49M |
| 2 |
International Flavors & Fragrances
IFF
|
$470K |
| 3 |
CrowdStrike
CRWD
|
$259K |
| 4 |
Polaris
PII
|
$211K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
T Rowe Price
TROW
$23.2B
| – | – |
-1,770
| Closed | -$204K |
|