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
$126M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.32M
3
+$506K
4
BUD icon
AB InBev
BUD
+$116K
5
PFE icon
Pfizer
PFE
+$63.9K

Top Sells

1
+$584K
2
+$543K
3
+$519K
4
INTC icon
Intel
INTC
+$425K
5
CAT icon
Caterpillar
CAT
+$410K

Sector Composition

1 Technology 17.62%
2 Consumer Discretionary 11.84%
3 Healthcare 11.25%
4 Industrials 10.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.5M 5.17%
124,905
-8,158
2
$6.22M 4.95%
145,089
-7,740
3
$5.36M 4.26%
41,693
-1,142
4
$4.88M 3.88%
53,510
-5,690
5
$3.58M 2.85%
68,145
-1,875
6
$3.51M 2.79%
257,260
-15,220
7
$3.46M 2.75%
128,496
-1,370
8
$3.4M 2.71%
139,093
-3,540
9
$3.27M 2.6%
46,861
-1,853
10
$3.07M 2.44%
48,916
-785
11
$2.99M 2.38%
17,545
-85
12
$2.94M 2.34%
59,352
+10,212
13
$2.94M 2.33%
60,680
-1,160
14
$2.78M 2.21%
63,480
-1,060
15
$2.74M 2.18%
18,510
-2,745
16
$2.7M 2.15%
28,524
-3,865
17
$2.67M 2.12%
77,688
-4,325
18
$2.63M 2.09%
38,583
-315
19
$2.62M 2.08%
33,344
-660
20
$2.56M 2.04%
9,745
21
$2.54M 2.02%
75,368
+1,897
22
$2.07M 1.65%
81,620
-425
23
$2.07M 1.65%
14,047
-2,780
24
$2.06M 1.63%
31,393
-4,450
25
$2.03M 1.62%
40,159
-571
1
2 3 4