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
$306M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$897K
3
+$398K
4
NEE icon
NextEra Energy
NEE
+$204K
5
BN icon
Brookfield
BN
+$200K

Top Sells

1
+$361K
2
+$355K
3
+$215K
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$176K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$117K

Sector Composition

1 Financials 16.65%
2 Energy 13.69%
3 Healthcare 12.34%
4 Consumer Staples 11.89%
5 Industrials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 1.49%
39,991
-15
27
$4.4M 1.44%
38,567
-10
28
$4.23M 1.38%
20,470
-170
29
$3.89M 1.27%
199,385
+75
30
$3.29M 1.08%
21,063
+120
31
$2.95M 0.97%
40,399
+685
32
$2.72M 0.89%
36,433
+310
33
$2.68M 0.88%
108,025
-3,265
34
$1.73M 0.57%
32,975
+405
35
$1.7M 0.56%
15,573
+165
36
$1.68M 0.55%
155,230
-1,700
37
$1.53M 0.5%
25,747
-215
38
$1.43M 0.47%
21,169
39
$1.17M 0.38%
79,079
-14,562
40
$1.15M 0.38%
56,365
-279
41
$1.01M 0.33%
37,541
-231
42
$1M 0.33%
12,625
+323
43
$946K 0.31%
10,145
+50
44
$938K 0.31%
21,600
+885
45
$869K 0.28%
6,420
+200
46
$800K 0.26%
128,200
-7,375
47
$791K 0.26%
15,340
+140
48
$772K 0.25%
14,880
49
$764K 0.25%
9,523
+320
50
$617K 0.2%
11,869
1
2
3