LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $548M
1-Year Est. Return 9.2%
This Quarter Est. Return
1 Year Est. Return
+9.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.8M
3
+$11.6M
4
LECO icon
Lincoln Electric
LECO
+$11.3M
5
DIS icon
Walt Disney
DIS
+$9.97M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.6%
2 Healthcare 14.36%
3 Energy 12.86%
4 Technology 8.56%
5 Materials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 1.92%
+607,155
27
$5.15M 1.8%
+59,865
28
$5.1M 1.78%
+84,269
29
$4.85M 1.7%
+510,311
30
$4.79M 1.68%
+227,725
31
$4.62M 1.61%
+167,227
32
$4.23M 1.48%
+169,442
33
$3.59M 1.25%
+16,337
34
$3.4M 1.19%
+39,685
35
$2.87M 1%
+59,100
36
$2.2M 0.77%
+26,020
37
$2.17M 0.76%
+103,474
38
$1.97M 0.69%
+19,850
39
$1.84M 0.64%
+23,895
40
$1.79M 0.62%
+21,850
41
$1.58M 0.55%
+18,421
42
$1.51M 0.53%
+60,855
43
$1.42M 0.5%
+35,345
44
$1.31M 0.46%
+23,016
45
$1.15M 0.4%
+13,480
46
$1.1M 0.39%
+21,440
47
$1.04M 0.36%
+11,540
48
$967K 0.34%
+39,725
49
$924K 0.32%
+10,735
50
$862K 0.3%
+32,238
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