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
$139M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$796K
3
+$780K
4
TROW icon
T. Rowe Price
TROW
+$500K
5
DLR icon
Digital Realty Trust
DLR
+$436K

Top Sells

1
+$1.01M
2
+$686K
3
+$681K
4
LEG icon
Leggett & Platt
LEG
+$513K
5
ABBV icon
AbbVie
ABBV
+$312K

Sector Composition

1 Industrials 18.7%
2 Technology 16.39%
3 Healthcare 13.32%
4 Financials 9.35%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.39M 5.33%
30,806
+127
2
$5.23M 3.77%
216,626
-2,250
3
$4.85M 3.5%
30,000
-1,929
4
$4.52M 3.27%
41,158
+1,037
5
$4.46M 3.22%
22,408
-785
6
$4.15M 3%
33,372
-2,077
7
$4.14M 2.99%
18,786
-135
8
$4.09M 2.95%
172,820
-7,850
9
$3.76M 2.71%
14,299
-2,592
10
$3.74M 2.7%
78,515
-740
11
$3.72M 2.68%
40,039
-2,560
12
$3.15M 2.27%
90,032
+22,793
13
$3.1M 2.24%
30,667
-922
14
$3M 2.17%
7,850
+145
15
$2.87M 2.07%
19,242
+5,340
16
$2.86M 2.06%
9,178
-338
17
$2.65M 1.91%
24,311
+4,583
18
$2.61M 1.89%
20,121
+165
19
$2.46M 1.77%
5,731
-1,600
20
$2.44M 1.76%
10,203
-150
21
$2.41M 1.74%
74,918
-15,921
22
$2.4M 1.74%
21,670
-745
23
$2.35M 1.7%
17,539
+2,648
24
$2.31M 1.66%
29,990
-13,150
25
$2.24M 1.62%
9,238
-135
1
2 3 4