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
$344M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.22M
3
+$3.07M
4
IBM icon
IBM
IBM
+$1.45M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

1
+$7.09M
2
+$1.3M
3
+$902K
4
BHC icon
Bausch Health
BHC
+$439K
5
DIS icon
Walt Disney
DIS
+$293K

Sector Composition

1 Industrials 18.87%
2 Energy 11.77%
3 Financials 11.65%
4 Materials 10.52%
5 Technology 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.94M 1.44%
586,892
+1,986
27
$4.75M 1.38%
1,677
-11
28
$4.51M 1.31%
35,855
-550
29
$3.88M 1.13%
194,375
-45,199
30
$3.82M 1.11%
205,967
-500
31
$3.8M 1.11%
56,820
+475
32
$3.8M 1.1%
38,953
33
$3.44M 1%
41,994
+7,462
34
$3.26M 0.95%
24,240
35
$2.69M 0.78%
98,244
+37,239
36
$2.19M 0.64%
25,796
+12,821
37
$2.15M 0.62%
22,435
-240
38
$2.06M 0.6%
96,975
-2,450
39
$1.71M 0.5%
62,125
40
$1.7M 0.49%
23,954
+1,029
41
$1.63M 0.47%
40,087
+18,377
42
$1.56M 0.45%
19,973
-1,365
43
$1.45M 0.42%
+9,469
44
$1.39M 0.4%
73,381
-68,317
45
$1.37M 0.4%
+25,221
46
$1.13M 0.33%
13,700
-85,697
47
$1.08M 0.31%
5,450
-2,210
48
$1.08M 0.31%
24,646
+15,150
49
$1.07M 0.31%
14,271
-390
50
$1.05M 0.31%
33,615
1
2
3 4