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
$105M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$884K
3
+$819K
4
KMB icon
Kimberly-Clark
KMB
+$614K
5
AAPL icon
Apple
AAPL
+$290K

Top Sells

1
+$1.32M
2
+$1.17M
3
+$513K
4
TUP
Tupperware Brands Corporation
TUP
+$459K
5
GE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.21M 4.95%
120,270
-5,125
2
$4.92M 4.67%
104,924
-2,891
3
$4.38M 4.16%
43,149
-1,908
4
$4.26M 4.04%
197,509
+10,399
5
$4.1M 3.9%
38,034
-868
6
$3.36M 3.19%
36,404
+9,771
7
$3.31M 3.15%
56,552
-400
8
$3.25M 3.09%
248,960
9
$3.12M 2.96%
16,015
-550
10
$2.98M 2.83%
121,335
-5,483
11
$2.92M 2.77%
70,559
-2,891
12
$2.88M 2.73%
44,663
-2,151
13
$2.53M 2.4%
44,517
+1,625
14
$2.42M 2.3%
53,175
-1,900
15
$2.32M 2.2%
18,291
+6,981
16
$2.04M 1.94%
30,426
-1,636
17
$1.98M 1.88%
69,905
-1,633
18
$1.94M 1.84%
24,879
-4,085
19
$1.73M 1.64%
40,205
-7,930
20
$1.67M 1.59%
13,172
-625
21
$1.65M 1.57%
27,626
+96
22
$1.64M 1.56%
48,675
-575
23
$1.62M 1.54%
15,510
-450
24
$1.47M 1.39%
35,747
+141
25
$1.46M 1.39%
36,867
1
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