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
-$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.76M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$788K
5
BLK icon
Blackrock
BLK
+$544K

Top Sells

1
+$1.53M
2
+$725K
3
+$708K
4
MRK icon
Merck
MRK
+$652K
5
ADM icon
Archer Daniels Midland
ADM
+$616K

Sector Composition

1 Industrials 18.06%
2 Technology 17.26%
3 Healthcare 14.09%
4 Consumer Staples 9.24%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.14M 5.68%
30,679
-900
2
$5.21M 4.14%
218,876
-10,250
3
$4.53M 3.61%
40,121
+525
4
$4.36M 3.47%
23,193
+15
5
$4.29M 3.41%
31,929
-11,383
6
$4.21M 3.35%
35,449
-1,240
7
$4.16M 3.31%
180,670
8
$3.81M 3.03%
16,891
-112
9
$3.43M 2.73%
42,599
-7,655
10
$3.42M 2.72%
18,921
11
$3.17M 2.52%
79,255
+625
12
$3.02M 2.4%
31,589
13
$3.02M 2.4%
90,839
-17,931
14
$2.88M 2.29%
43,140
-2,640
15
$2.76M 2.19%
19,956
16
$2.75M 2.19%
7,705
+67
17
$2.45M 1.95%
7,331
-325
18
$2.4M 1.91%
9,516
19
$2.07M 1.65%
+19,728
20
$2.06M 1.64%
13,902
+11,879
21
$1.97M 1.57%
67,239
-5,933
22
$1.93M 1.54%
22,415
-7,575
23
$1.91M 1.52%
9,373
24
$1.9M 1.51%
11,729
+100
25
$1.71M 1.36%
66,495
+18,822
1
2 3 4