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
$310M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$409K
3
+$287K
4
AAPL icon
Apple
AAPL
+$243K
5
DIS icon
Walt Disney
DIS
+$164K

Top Sells

1
+$1.51M
2
+$381K
3
+$326K
4
BMY icon
Bristol-Myers Squibb
BMY
+$265K
5
MSFT icon
Microsoft
MSFT
+$249K

Sector Composition

1 Financials 16.1%
2 Industrials 14.55%
3 Healthcare 13.32%
4 Energy 12.46%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 1.65%
49,761
27
$4.98M 1.61%
151,351
28
$4.43M 1.43%
50,727
+587
29
$3.98M 1.28%
60,795
+520
30
$3.49M 1.13%
21,920
-825
31
$3.19M 1.03%
173,752
-2,025
32
$2.96M 0.95%
25,628
+375
33
$2.83M 0.91%
309,437
-525
34
$2.6M 0.84%
59,765
-7,500
35
$2.51M 0.81%
147,221
36
$2.34M 0.75%
324,505
-22,125
37
$2.25M 0.72%
95,300
38
$2.11M 0.68%
95,475
+700
39
$1.93M 0.62%
17,750
-50
40
$1.74M 0.56%
23,479
-125
41
$1.72M 0.55%
40,066
-10
42
$1.47M 0.48%
33,237
+9,245
43
$1.29M 0.42%
42,196
+2,251
44
$1.26M 0.41%
14,032
-16,885
45
$1.17M 0.38%
7,728
+60
46
$1.17M 0.38%
18,300
+420
47
$1.01M 0.33%
23,860
+1,950
48
$848K 0.27%
9,818
+350
49
$762K 0.25%
12,801
50
$750K 0.24%
6,465
+100
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