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
$255M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$422K
3
+$187K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$100K
5
LECO icon
Lincoln Electric
LECO
+$41.8K

Top Sells

1
+$4.99M
2
+$1.92M
3
+$817K
4
XOM icon
Exxon Mobil
XOM
+$489K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$391K

Sector Composition

1 Financials 15.57%
2 Healthcare 14.08%
3 Energy 13.88%
4 Consumer Staples 13.11%
5 Industrials 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 1.35%
148,890
-2,670
27
$3.42M 1.34%
143,960
-9,295
28
$3.29M 1.29%
168,200
-4,005
29
$2.93M 1.15%
39,479
-400
30
$2.02M 0.79%
83,550
-1,625
31
$1.96M 0.77%
28,703
-7,165
32
$1.64M 0.64%
14,853
-320
33
$1.58M 0.62%
25,393
-100
34
$1.36M 0.54%
19,090
-300
35
$1.12M 0.44%
12,155
-275
36
$1.08M 0.43%
155,120
37
$961K 0.38%
20,300
-500
38
$894K 0.35%
42,170
39
$866K 0.34%
6,105
-165
40
$856K 0.34%
11,738
41
$838K 0.33%
9,213
42
$752K 0.3%
34,893
-1,357
43
$588K 0.23%
6,400
44
$527K 0.21%
36,908
-7,100
45
$503K 0.2%
10,925
-925
46
$500K 0.2%
2,000
+400
47
$460K 0.18%
8,100
48
$361K 0.14%
6,064
49
$352K 0.14%
3,821
-100
50
$351K 0.14%
22,560
-2,235
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