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
$308M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$1.03M
3
+$402K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K
5
OPB
Opus Bank Common Stock
OPB
+$308K

Top Sells

1
+$5.33M
2
+$2.33M
3
+$943K
4
JEF icon
Jefferies Financial Group
JEF
+$611K
5
MSFT icon
Microsoft
MSFT
+$379K

Sector Composition

1 Energy 17.23%
2 Financials 14.46%
3 Healthcare 12.88%
4 Industrials 12.48%
5 Consumer Staples 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.72M 1.53%
172,205
+11,230
27
$4.48M 1.45%
151,560
+425
28
$4.28M 1.39%
38,447
-30
29
$3.58M 1.16%
39,879
-70
30
$3.57M 1.16%
21,363
+700
31
$3.05M 0.99%
35,868
-245
32
$2.82M 0.92%
85,175
-2,500
33
$1.97M 0.64%
25,493
-14
34
$1.92M 0.62%
155,120
-110
35
$1.7M 0.55%
15,173
-200
36
$1.36M 0.44%
19,390
-400
37
$1.05M 0.34%
42,170
-4,285
38
$1.03M 0.34%
12,430
39
$961K 0.31%
20,800
-300
40
$925K 0.3%
44,008
-825
41
$919K 0.3%
36,250
-1,986
42
$906K 0.29%
9,213
-310
43
$888K 0.29%
6,270
-100
44
$795K 0.26%
11,738
-131
45
$623K 0.2%
11,850
-1,200
46
$582K 0.19%
6,400
-200
47
$548K 0.18%
8,100
48
$487K 0.16%
24,795
-31,123
49
$465K 0.15%
1,600
-80
50
$437K 0.14%
26,010
-65
1
2
3