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
$315M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$348K
3
+$249K
4
LNT icon
Alliant Energy
LNT
+$206K
5
CAG icon
Conagra Brands
CAG
+$115K

Top Sells

1
+$3.99M
2
+$1.1M
3
+$1.07M
4
AUY
Yamana Gold, Inc.
AUY
+$613K
5
RSG icon
Republic Services
RSG
+$566K

Sector Composition

1 Industrials 21.09%
2 Healthcare 13.19%
3 Energy 12.08%
4 Financials 9.77%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.45M 2.05%
51,639
-3,900
27
$6.06M 1.92%
160,681
+2,404
28
$5.94M 1.88%
84,071
+200
29
$5.8M 1.84%
573,646
-29,837
30
$5.31M 1.68%
166,967
-2,325
31
$4.12M 1.31%
38,590
-400
32
$4.08M 1.3%
212,825
-7,175
33
$3.77M 1.2%
437,695
-71,141
34
$3.32M 1.05%
58,150
-550
35
$2.93M 0.93%
26,295
+275
36
$2.48M 0.79%
90,275
-12,899
37
$2M 0.63%
20,625
+25
38
$1.89M 0.6%
23,195
-700
39
$1.76M 0.56%
21,200
-650
40
$1.54M 0.49%
58,830
-1,650
41
$1.43M 0.45%
22,150
+245
42
$1.33M 0.42%
15,558
-2,553
43
$1.26M 0.4%
10,735
44
$1.24M 0.39%
55,250
+15,525
45
$1.19M 0.38%
13,089
-391
46
$1.19M 0.38%
20,740
-700
47
$1.13M 0.36%
11,190
-350
48
$971K 0.31%
37,425
49
$912K 0.29%
19,089
-210
50
$888K 0.28%
11,511
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