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
$152M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.72M
3
+$624K
4
CMCSA icon
Comcast
CMCSA
+$363K
5
DLR icon
Digital Realty Trust
DLR
+$353K

Top Sells

1
+$710K
2
+$580K
3
+$339K
4
PII icon
Polaris
PII
+$298K
5
LEG icon
Leggett & Platt
LEG
+$280K

Sector Composition

1 Industrials 19.52%
2 Technology 18.6%
3 Financials 11.35%
4 Healthcare 7.98%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 6.62%
29,499
-812
2
$5.62M 3.7%
213,226
-800
3
$5.55M 3.66%
31,927
-345
4
$5.08M 3.35%
172,264
+644
5
$4.99M 3.29%
22,088
+35
6
$4.92M 3.24%
41,338
-70
7
$4.55M 3%
18,206
-205
8
$4.33M 2.85%
46,185
+6,660
9
$4.25M 2.8%
102,370
+8,743
10
$4.06M 2.68%
78,508
+393
11
$3.8M 2.51%
8,578
+399
12
$3.51M 2.31%
18,091
-410
13
$3.47M 2.29%
25,737
-1,640
14
$3.43M 2.26%
14,619
+625
15
$3.41M 2.25%
28,169
-2,468
16
$3.37M 2.22%
110,908
+92,359
17
$3.14M 2.07%
14,142
18
$2.91M 1.92%
22,029
+350
19
$2.87M 1.89%
25,623
+487
20
$2.64M 1.74%
34,942
21
$2.61M 1.72%
7,858
-470
22
$2.52M 1.66%
17,318
-221
23
$2.47M 1.63%
38,312
-1,525
24
$2.34M 1.54%
70,044
-1,756
25
$2.25M 1.48%
9,128
-300
1
2 3 4