LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$762K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.76M
3
+$1.06M
4
WEC icon
WEC Energy
WEC
+$784K
5
PAYX icon
Paychex
PAYX
+$701K

Top Sells

1
+$3.16M
2
+$1.3M
3
+$1.27M
4
CCI icon
Crown Castle
CCI
+$975K
5
WHR icon
Whirlpool
WHR
+$380K

Sector Composition

1 Technology 22.37%
2 Industrials 15.95%
3 Financials 13.53%
4 Healthcare 8.53%
5 Real Estate 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 5.86%
27,336
-155
2
$7.48M 4.27%
218,971
+8,855
3
$7.42M 4.24%
147,225
+3,160
4
$6.6M 3.77%
63,936
+360
5
$6.27M 3.58%
161,582
-550
6
$6.21M 3.54%
40,399
+30
7
$5.26M 3%
9,398
+5
8
$5.17M 2.96%
22,187
-80
9
$5.16M 2.95%
125,346
+2,519
10
$4.83M 2.76%
134,614
+6,065
11
$4.7M 2.68%
76,110
+1,085
12
$4.49M 2.57%
21,437
-302
13
$4.36M 2.49%
17,576
-155
14
$4.27M 2.44%
13,712
-40
15
$4.26M 2.43%
13,904
-48
16
$4.1M 2.34%
16,713
+585
17
$3.84M 2.19%
17,266
18
$3.46M 1.97%
44,948
-2,832
19
$3.04M 1.74%
13,968
+1,235
20
$2.9M 1.66%
5,987
21
$2.8M 1.6%
21,079
+15,052
22
$2.6M 1.49%
7,888
-100
23
$2.46M 1.41%
58,285
-233
24
$2.37M 1.35%
14,282
-75
25
$2.36M 1.35%
16,485
1
2 3 4 5