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
$144M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.22M
3
+$745K
4
DLR icon
Digital Realty Trust
DLR
+$713K
5
VZ icon
Verizon
VZ
+$602K

Top Sells

1
+$1.93M
2
+$843K
3
+$661K
4
MRK icon
Merck
MRK
+$490K
5
CMI icon
Cummins
CMI
+$446K

Sector Composition

1 Industrials 19.23%
2 Technology 18.53%
3 Healthcare 9.4%
4 Financials 8.92%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.74M 6.05%
30,311
-495
2
$5.54M 3.84%
214,026
-2,600
3
$5.28M 3.66%
41,408
+250
4
$4.87M 3.38%
32,272
-1,100
5
$4.63M 3.21%
171,620
-1,200
6
$4.48M 3.1%
18,411
-375
7
$4.41M 3.05%
22,053
-355
8
$4.36M 3.02%
27,377
-2,623
9
$4.08M 2.83%
78,115
-400
10
$3.59M 2.49%
21,679
+2,437
11
$3.55M 2.46%
93,627
+3,595
12
$3.42M 2.37%
14,142
-157
13
$3.39M 2.35%
30,637
-30
14
$3.35M 2.32%
8,179
+329
15
$3.18M 2.21%
39,525
+15,084
16
$3.05M 2.11%
18,501
-1,620
17
$2.93M 2.03%
13,994
+10,313
18
$2.84M 1.97%
25,136
+825
19
$2.78M 1.93%
34,942
-5,097
20
$2.55M 1.77%
8,328
-850
21
$2.35M 1.62%
71,800
-3,062
22
$2.29M 1.58%
17,539
23
$2.2M 1.52%
39,837
24
$2.17M 1.51%
11,207
+56
25
$2.16M 1.49%
9,428
-775
1
2 3 4