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
$281M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$16.9K
2
+$7.95K

Top Sells

1
+$8.91M
2
+$2.23M
3
+$2M
4
DIS icon
Walt Disney
DIS
+$1.83M
5
WGO icon
Winnebago Industries
WGO
+$1.65M

Sector Composition

1 Energy 16.48%
2 Financials 14.42%
3 Industrials 12.8%
4 Healthcare 12.24%
5 Consumer Staples 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 1.65%
160,975
-69,580
27
$4.24M 1.51%
20,470
28
$3.85M 1.37%
151,135
-48,250
29
$3.56M 1.27%
87,675
-40,525
30
$3.27M 1.16%
39,949
-450
31
$3.24M 1.15%
20,663
-400
32
$2.99M 1.06%
36,113
-320
33
$1.78M 0.63%
25,507
-240
34
$1.67M 0.6%
15,373
-200
35
$1.6M 0.57%
155,230
36
$1.35M 0.48%
19,790
-1,379
37
$1.17M 0.42%
46,455
-61,570
38
$1.14M 0.41%
55,918
-447
39
$1.1M 0.39%
44,833
-34,246
40
$970K 0.35%
12,430
-195
41
$943K 0.34%
118,200
-10,000
42
$927K 0.33%
38,236
+695
43
$925K 0.33%
21,100
-500
44
$917K 0.33%
6,370
-50
45
$815K 0.29%
9,523
46
$723K 0.26%
13,050
-19,925
47
$687K 0.24%
11,869
48
$516K 0.18%
6,600
49
$512K 0.18%
8,100
50
$468K 0.17%
26,075
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