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
$301M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$1.04M
3
+$971K
4
CMRE icon
Costamare
CMRE
+$934K
5
INTC icon
Intel
INTC
+$571K

Top Sells

1
+$5.15M
2
+$1.04M
3
+$701K
4
BA icon
Boeing
BA
+$683K
5
CVX icon
Chevron
CVX
+$503K

Sector Composition

1 Industrials 20.76%
2 Energy 13.16%
3 Healthcare 12.05%
4 Financials 9.97%
5 Technology 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.83M 1.94%
83,871
-398
27
$5.81M 1.93%
246,252
-2,602
28
$5.77M 1.92%
603,483
-3,672
29
$5.29M 1.76%
508,836
-1,475
30
$5.24M 1.74%
158,277
-8,950
31
$4.74M 1.58%
169,292
-150
32
$4.32M 1.44%
220,000
-7,725
33
$3.99M 1.33%
15,419
-918
34
$3.69M 1.23%
38,990
-695
35
$2.98M 0.99%
58,700
-400
36
$2.68M 0.89%
103,174
-300
37
$2.4M 0.8%
26,020
38
$1.98M 0.66%
20,600
+750
39
$1.81M 0.6%
23,895
40
$1.74M 0.58%
21,850
41
$1.49M 0.5%
18,111
-310
42
$1.49M 0.5%
60,480
-375
43
$1.37M 0.46%
21,905
-1,111
44
$1.21M 0.4%
13,480
45
$1.14M 0.38%
21,440
46
$1.12M 0.37%
10,735
47
$993K 0.33%
11,540
48
$931K 0.31%
39,725
49
$877K 0.29%
19,299
50
$858K 0.29%
37,425
+24,925
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