LIM
Loudon Investment Management Portfolio holdings
AUM $181M
1-Year Return
14.9%
This Quarter Return
+1.29%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$175M
AUM Growth
-$762K
(-0.43%)
Cap. Flow
+$978K
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
36.92%
Holding
101
New
5
Increased
36
Reduced
34
Closed
5
Top Buys
| 1 |
Abbott
ABT
|
+$2M |
| 2 |
UGI
UGI
|
+$1.76M |
| 3 |
IBM
IBM
|
+$1.06M |
| 4 |
WEC Energy
WEC
|
+$784K |
| 5 |
Paychex
PAYX
|
+$701K |
Top Sells
| 1 |
Comcast
CMCSA
|
+$3.16M |
| 2 |
Target
TGT
|
+$1.3M |
| 3 |
Archer Daniels Midland
ADM
|
+$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Whirlpool
WHR
$5.03B
| – | – |
-3,321
| Closed | -$380K |
|