LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $538M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.92M
3
+$567K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K
5
DTV
DIRECTV COM STK (DE)
DTV
+$355K

Top Sells

1
+$12.1M
2
+$3.53M
3
+$1.12M
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$333K
5
TMO icon
Thermo Fisher Scientific
TMO
+$240K

Sector Composition

1 Industrials 20.95%
2 Energy 13.07%
3 Materials 10.21%
4 Financials 9.86%
5 Healthcare 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.08M 1.9%
59,610
-765
27
$5.42M 1.7%
164,021
+3,340
28
$5.11M 1.6%
+174,247
29
$4.51M 1.41%
166,967
30
$4.5M 1.41%
38,075
-515
31
$4.4M 1.38%
119,492
-95,970
32
$4.05M 1.27%
210,330
-2,495
33
$3.83M 1.2%
436,295
-1,400
34
$3.32M 1.04%
58,975
+825
35
$2.92M 0.91%
24,295
-2,000
36
$2.92M 0.91%
+61,332
37
$2.7M 0.84%
98,525
+8,250
38
$2.44M 0.76%
30,232
+7,037
39
$2.03M 0.64%
20,728
+103
40
$1.85M 0.58%
22,150
+950
41
$1.65M 0.52%
23,300
+1,150
42
$1.57M 0.49%
61,467
+2,637
43
$1.5M 0.47%
24,413
+3,673
44
$1.47M 0.46%
65,525
+10,275
45
$1.42M 0.44%
10,735
46
$1.39M 0.44%
15,498
-60
47
$1.29M 0.4%
14,159
+1,070
48
$1.22M 0.38%
12,500
+1,310
49
$1.03M 0.32%
19,089
50
$966K 0.3%
37,425
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