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
$337M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.75M
3
+$5.88M
4
CSTM icon
Constellium
CSTM
+$795K
5
CMP icon
Compass Minerals
CMP
+$711K

Top Sells

1
+$13.2M
2
+$1.75M
3
+$1.39M
4
CAG icon
Conagra Brands
CAG
+$1.38M
5
GM icon
General Motors
GM
+$958K

Sector Composition

1 Industrials 20.87%
2 Energy 11.45%
3 Financials 11.39%
4 Healthcare 9.89%
5 Materials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.43M 1.61%
59,553
-300
27
$4.97M 1.47%
51,507
-200
28
$4.95M 1.47%
584,221
-2,671
29
$4.06M 1.2%
35,795
-60
30
$3.99M 1.18%
183,678
-10,697
31
$3.76M 1.12%
48,087
+6,093
32
$3.71M 1.1%
39,028
+75
33
$3.71M 1.1%
1,659
-18
34
$3.3M 0.98%
57,140
+320
35
$3.12M 0.93%
200,867
-5,100
36
$3.11M 0.92%
23,940
-300
37
$2.35M 0.7%
99,435
+1,191
38
$2.34M 0.69%
99,075
+2,100
39
$2.21M 0.66%
26,575
+779
40
$2.09M 0.62%
22,375
-60
41
$1.71M 0.51%
62,125
42
$1.6M 0.48%
23,954
43
$1.49M 0.44%
38,037
-2,050
44
$1.48M 0.44%
19,973
45
$1.47M 0.44%
33,931
+9,285
46
$1.21M 0.36%
5,450
47
$1.1M 0.33%
19,625
-5,596
48
$1.05M 0.31%
13,400
-300
49
$1.02M 0.3%
33,615
50
$1.02M 0.3%
6,552
-2,917
1
2
3 4