LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
This Quarter Return
-10.15%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$105M
AUM Growth
+$105M
(-15%)
Cap. Flow
-$4.86M
Cap. Flow
% of AUM
-4.62%
Top 10 Holdings %
Top 10 Hldgs %
36.94%
Holding
89
New
2
Increased
18
Reduced
43
Closed
6
Top Buys
1 |
AbbVie
ABBV
|
$901K |
2 |
Illinois Tool Works
ITW
|
$884K |
3 |
Leggett & Platt
LEG
|
$819K |
4 |
Kimberly-Clark
KMB
|
$614K |
5 |
Apple
AAPL
|
$290K |
Top Sells
1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32M |
2 |
AB InBev
BUD
|
$1.17M |
3 |
H&R Block
HRB
|
$513K |
4 |
TUP
Tupperware Brands Corporation
TUP
|
$459K |
5 |
GE Aerospace
GE
|
$441K |
Sector Composition
1 | Technology | 18.28% |
2 | Industrials | 11.97% |
3 | Healthcare | 10.8% |
4 | Consumer Discretionary | 10.49% |
5 | Financials | 7.85% |