LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
1-Year Est. Return
14.9%
1 Year Est. Return
+14.9%
AUM
$175M
AUM Growth
-$762K
(-0.43%)
Holding
101
Top Buys
| 1 | +$2M | |
| 2 | +$1.76M | |
| 3 | +$1.06M | |
| 4 |
WEC Energy
WEC
|
+$784K |
| 5 |
Paychex
PAYX
|
+$701K |
Top Sells
| 1 | +$3.16M | |
| 2 | +$1.3M | |
| 3 | +$1.27M | |
| 4 |
Crown Castle
CCI
|
+$975K |
| 5 |
Whirlpool
WHR
|
+$380K |
Sector Composition
| 1 | Technology | 22.37% |
| 2 | Industrials | 15.95% |
| 3 | Financials | 13.53% |
| 4 | Healthcare | 8.53% |
| 5 | Real Estate | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Whirlpool
WHR
$3.8B
| – | – |
-3,321
|
|