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
$124M
AUM Growth
-$121K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.14M
3
+$424K
4
SEP
Spectra Engy Parters Lp
SEP
+$216K
5
EMR icon
Emerson Electric
EMR
+$152K

Top Sells

1
+$1.14M
2
+$597K
3
+$521K
4
MSFT icon
Microsoft
MSFT
+$407K
5
NGG icon
National Grid
NGG
+$350K

Sector Composition

1 Technology 16.62%
2 Industrials 14.77%
3 Materials 9.76%
4 Healthcare 9.53%
5 Energy 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.7M 5.4%
65,307
-857
2
$5.66M 4.56%
462,288
-10,636
3
$5.55M 4.47%
194,968
-1,050
4
$5.32M 4.29%
96,361
-7,373
5
$5.25M 4.23%
162,275
+392
6
$5.12M 4.12%
33,607
-3,418
7
$5.06M 4.08%
205,691
+86,548
8
$4.69M 3.77%
87,585
-4,317
9
$4.54M 3.66%
78,354
+2,055
10
$4.35M 3.5%
53,122
-3,612
11
$4.22M 3.4%
142,788
-6,508
12
$3.95M 3.18%
84,681
-2,128
13
$3.38M 2.72%
84,218
+2,314
14
$3.21M 2.59%
101,794
+262
15
$3.19M 2.57%
45,642
-5,012
16
$2.98M 2.4%
100,402
+4,734
17
$2.94M 2.37%
33,205
-6,750
18
$2.62M 2.11%
18,075
+2,930
19
$2.38M 1.92%
29,804
-1,075
20
$2.16M 1.74%
39,783
+2,801
21
$2M 1.61%
25,978
-311
22
$1.98M 1.59%
228,488
-20,712
23
$1.92M 1.54%
33,584
-2,184
24
$1.9M 1.53%
24,822
-1,000
25
$1.9M 1.53%
65,323
+39,385
1
2 3