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
$311M
AUM Growth
-$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$215K

Top Sells

1
+$3.91M
2
+$1.53M
3
+$1.41M
4
BA icon
Boeing
BA
+$958K
5
MSFT icon
Microsoft
MSFT
+$925K

Sector Composition

1 Financials 16.28%
2 Energy 12.54%
3 Healthcare 12.3%
4 Consumer Staples 12%
5 Industrials 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 1.59%
47,008
-3,000
27
$4.76M 1.53%
16
-3
28
$4.22M 1.36%
199,310
-66,825
29
$3.92M 1.26%
20,640
-305
30
$3.6M 1.16%
20,943
-740
31
$3.28M 1.05%
39,714
-2,311
32
$3.02M 0.97%
36,123
-800
33
$2.83M 0.91%
111,290
-1,300
34
$1.98M 0.64%
32,570
-210
35
$1.85M 0.59%
15,408
-630
36
$1.75M 0.56%
156,930
-23,250
37
$1.72M 0.55%
21,169
38
$1.49M 0.48%
93,641
-22,358
39
$1.43M 0.46%
25,962
-5,100
40
$1.34M 0.43%
56,644
-17,355
41
$1.13M 0.36%
12,302
-850
42
$1.11M 0.36%
37,772
-1,854
43
$1M 0.32%
10,095
-75
44
$950K 0.31%
20,715
-1,250
45
$908K 0.29%
6,220
-650
46
$795K 0.26%
15,200
47
$784K 0.25%
14,880
48
$782K 0.25%
135,575
-48,275
49
$743K 0.24%
9,203
-1,050
50
$637K 0.2%
11,869
-435
1
2
3