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
$318M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$939K
3
+$587K
4
TPL icon
Texas Pacific Land
TPL
+$481K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$311K

Top Sells

1
+$2.94M
2
+$499K
3
+$460K
4
FCX icon
Freeport-McMoran
FCX
+$422K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$156K

Sector Composition

1 Industrials 18.21%
2 Energy 12.09%
3 Technology 10.88%
4 Financials 10.7%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.81M 1.83%
51,792
+500
27
$5.3M 1.66%
584,906
+8,672
28
$4.91M 1.54%
299,055
+57,160
29
$4.81M 1.51%
239,574
-22,906
30
$4.59M 1.44%
36,405
-10
31
$3.88M 1.22%
56,345
-350
32
$3.8M 1.19%
206,467
-2,955
33
$3.65M 1.15%
38,953
+16,075
34
$3.31M 1.04%
141,698
-18,049
35
$3.15M 0.99%
34,532
+550
36
$3.04M 0.95%
24,240
+20
37
$2.16M 0.68%
99,425
+975
38
$2.14M 0.67%
22,675
+50
39
$1.76M 0.55%
22,925
-125
40
$1.75M 0.55%
61,005
-60
41
$1.73M 0.54%
62,125
42
$1.54M 0.48%
21,338
-225
43
$1.22M 0.38%
33,615
+590
44
$1.2M 0.38%
12,975
45
$1.2M 0.38%
14,661
-555
46
$1.1M 0.34%
7,660
47
$1.03M 0.32%
12,762
-536
48
$979K 0.31%
21,765
+5,340
49
$971K 0.31%
4,725
-760
50
$930K 0.29%
36,640
-530
1
2
3