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
$125M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$2.35M
3 +$1.06M
4
PEB icon
Pebblebrook Hotel Trust
PEB
+$745K
5
SLB icon
SLB Limited
SLB
+$627K

Top Sells

1 +$1.27M
2 +$1.21M
3 +$1.01M
4
AFL icon
Aflac
AFL
+$889K
5
MSFT icon
Microsoft
MSFT
+$560K

Sector Composition

1 Technology 15.12%
2 Industrials 13.81%
3 Energy 9.6%
4 Healthcare 9.29%
5 Real Estate 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.72M 4.56%
195,411
-10,280
2
$5.34M 4.26%
53,225
-12,082
3
$5.31M 4.24%
185,168
-9,800
4
$5.13M 4.09%
156,250
-6,025
5
$4.73M 3.77%
426,020
-36,268
6
$4.55M 3.63%
139,412
-3,376
7
$4.38M 3.49%
87,189
-396
8
$4.37M 3.49%
85,426
-10,935
9
$4.1M 3.27%
72,920
-5,434
10
$4.06M 3.24%
26,884
-6,723
11
$3.79M 3.02%
48,542
-4,580
12
$3.23M 2.57%
79,209
-5,009
13
$3.21M 2.56%
44,103
-1,539
14
$3.19M 2.55%
84,259
-422
15
$3.02M 2.41%
93,803
-6,599
16
$2.79M 2.23%
+67,402
17
$2.78M 2.22%
77,140
-24,654
18
$2.47M 1.97%
30,604
+800
19
$2.46M 1.96%
93,718
+28,395
20
$2.35M 1.87%
+26,114
21
$2.35M 1.87%
21,520
-11,685
22
$2.33M 1.86%
16,049
-2,026
23
$2.27M 1.81%
36,684
+3,100
24
$2.23M 1.78%
42,783
+3,000
25
$2.21M 1.77%
27,328
+1,350