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
$145M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$642K
3
+$586K
4
AMT icon
American Tower
AMT
+$515K
5
ESS icon
Essex Property Trust
ESS
+$241K

Top Sells

1
+$726K
2
+$324K
3
+$277K
4
ORCL icon
Oracle
ORCL
+$277K
5
TGT icon
Target
TGT
+$252K

Sector Composition

1 Industrials 18.67%
2 Technology 18.12%
3 Financials 11.69%
4 Healthcare 9.04%
5 Real Estate 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.25M 6.37%
29,305
-194
2
$5.82M 4%
212,526
-700
3
$5.23M 3.6%
31,893
-34
4
$4.6M 3.16%
41,385
+47
5
$4.59M 3.16%
168,152
-4,112
6
$4.58M 3.15%
22,045
-43
7
$4.45M 3.06%
100,420
-1,950
8
$4.26M 2.93%
79,209
+701
9
$4.12M 2.84%
17,898
-308
10
$4.1M 2.82%
49,056
+2,871
11
$3.8M 2.61%
14,142
12
$3.79M 2.61%
25,451
-286
13
$3.76M 2.59%
131,398
+20,490
14
$3.63M 2.5%
8,485
-93
15
$3.34M 2.3%
15,756
+1,137
16
$3.09M 2.13%
18,076
-15
17
$2.9M 2%
27,876
-293
18
$2.64M 1.81%
34,942
19
$2.55M 1.75%
24,304
-1,319
20
$2.55M 1.75%
7,721
-137
21
$2.47M 1.7%
9,043
-85
22
$2.37M 1.63%
16,371
-947
23
$2.24M 1.54%
23,166
-104
24
$2.21M 1.52%
66,970
+125
25
$2.21M 1.52%
62,248
-7,796
1
2 3 4