LKIM
Lawson Kroeker Investment Management Portfolio holdings
AUM
$538M
This Quarter Return
-0.07%
1 Year Return
+13.03%
3 Year Return
+61.16%
5 Year Return
+161.6%
10 Year Return
+327.48%
AUM
$538M
AUM Growth
+$538M
(-0.79%)
Cap. Flow
+$3.18M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
41.97%
Holding
97
New
8
Increased
29
Reduced
29
Closed
–
Top Buys
1 |
Schwab US Large- Cap ETF
SCHX
|
$1.01M |
2 |
Phillips 66
PSX
|
$929K |
3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$583K |
4 |
Enovis
ENOV
|
$425K |
5 |
AutoZone
AZO
|
$390K |
Top Sells
1 |
Charles River Laboratories
CRL
|
$837K |
2 |
Coca-Cola
KO
|
$715K |
3 |
Arthur J. Gallagher & Co
AJG
|
$629K |
4 |
Microsoft
MSFT
|
$502K |
5 |
Berkshire Hathaway Class B
BRK.B
|
$409K |
Sector Composition
1 | Financials | 26.54% |
2 | Healthcare | 15.8% |
3 | Energy | 13.05% |
4 | Consumer Discretionary | 10.37% |
5 | Industrials | 9.45% |