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
$295M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.59M
3
+$939K
4
CMP icon
Compass Minerals
CMP
+$807K
5
XOM icon
Exxon Mobil
XOM
+$626K

Top Sells

1
+$1.19M
2
+$999K
3
+$741K
4
USB icon
US Bancorp
USB
+$718K
5
DIS icon
Walt Disney
DIS
+$714K

Sector Composition

1 Financials 16.4%
2 Industrials 13.8%
3 Healthcare 12.29%
4 Consumer Staples 11.45%
5 Energy 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 1.62%
58,349
+7,634
27
$4.78M 1.62%
44,489
-72
28
$4.3M 1.46%
50,178
-75
29
$3.95M 1.34%
53,452
-6,273
30
$3.23M 1.09%
21,020
-900
31
$2.89M 0.98%
131,403
-1,700
32
$2.88M 0.98%
22,243
-2,235
33
$2.65M 0.9%
112,945
+875
34
$2.47M 0.83%
84,300
35
$2.16M 0.73%
126,827
-9,525
36
$2.15M 0.73%
92,593
-18,796
37
$1.86M 0.63%
33,426
-224
38
$1.85M 0.63%
16,535
-590
39
$1.73M 0.59%
22,339
-900
40
$1.58M 0.53%
31,600
41
$1.38M 0.47%
211,955
-25,250
42
$1.34M 0.46%
26,116
-13,940
43
$1.28M 0.43%
40,754
-1,442
44
$1.25M 0.42%
187,750
-10,400
45
$1.16M 0.39%
12,907
-625
46
$920K 0.31%
21,685
-1,200
47
$809K 0.27%
10,220
-8,065
48
$789K 0.27%
9,793
+75
49
$782K 0.26%
6,765
50
$776K 0.26%
12,801
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