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
$182M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$515K
2 +$490K
3 +$443K
4
TGT icon
Target
TGT
+$318K
5
APD icon
Air Products & Chemicals
APD
+$292K

Top Sells

1 +$1.49M
2 +$470K
3 +$259K
4
PII icon
Polaris
PII
+$211K
5
TROW icon
T. Rowe Price
TROW
+$204K

Sector Composition

1 Technology 20.47%
2 Industrials 17.41%
3 Financials 12.44%
4 Real Estate 8.46%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.8M 6.49%
27,526
-146
2
$7.19M 3.94%
31,858
+115
3
$6.87M 3.76%
40,397
-221
4
$6.12M 3.35%
210,116
-1,525
5
$6.03M 3.31%
22,267
-70
6
$5.81M 3.18%
162,732
7
$5.55M 3.04%
141,425
+12,490
8
$5.28M 2.89%
123,427
-2,200
9
$5.23M 2.86%
9,107
+224
10
$5.21M 2.86%
47,325
-50
11
$4.76M 2.61%
30,519
+2,040
12
$4.65M 2.55%
17,731
+240
13
$4.58M 2.51%
15,502
14
$4.43M 2.43%
13,752
-215
15
$4.36M 2.39%
104,440
+4,000
16
$4.35M 2.39%
22,039
-930
17
$4.04M 2.21%
128,274
+8,040
18
$4.02M 2.2%
17,266
-65
19
$3.99M 2.19%
75,025
-845
20
$3.42M 1.88%
16,228
-75
21
$3.19M 1.75%
8,163
-255
22
$2.92M 1.6%
6,217
-55
23
$2.76M 1.51%
17,030
-20
24
$2.74M 1.5%
11,783
25
$2.73M 1.5%
59,718
-235