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
$118M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.08M
3
+$914K
4
CTVA icon
Corteva
CTVA
+$703K
5
MDT icon
Medtronic
MDT
+$646K

Top Sells

1
+$1.06M
2
+$701K
3
+$528K
4
TUP
Tupperware Brands Corporation
TUP
+$476K
5
NGG icon
National Grid
NGG
+$445K

Sector Composition

1 Technology 19.15%
2 Industrials 12.81%
3 Consumer Discretionary 12.6%
4 Healthcare 10.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.14M 5.21%
112,275
-5,970
2
$5.61M 4.76%
221,718
+3,555
3
$5.27M 4.47%
39,340
-2,170
4
$4.85M 4.11%
101,241
-3,520
5
$3.89M 3.3%
56,942
-745
6
$3.86M 3.28%
53,119
+12,570
7
$3.75M 3.19%
44,788
-50
8
$3.72M 3.16%
228,208
-11,480
9
$3.51M 2.98%
121,623
10
$3.44M 2.92%
45,216
-1,645
11
$3.14M 2.66%
20,821
+100
12
$3.02M 2.56%
16,385
-35
13
$2.89M 2.45%
70,329
14
$2.48M 2.1%
45,220
-675
15
$2.36M 2%
26,990
-3,197
16
$2.23M 1.89%
15,335
-340
17
$2.19M 1.86%
24,035
+3,000
18
$2.16M 1.83%
52,842
+7,800
19
$1.91M 1.62%
67,915
-1,300
20
$1.85M 1.57%
27,781
-175
21
$1.78M 1.51%
23,738
-14,160
22
$1.78M 1.51%
13,047
23
$1.74M 1.48%
+17,280
24
$1.74M 1.47%
21,514
-180
25
$1.69M 1.43%
7,078
1
2 3 4