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
$280M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$88.4K
3
+$56.5K

Top Sells

1
+$1.44M
2
+$1.09M
3
+$320K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K
5
MSFT icon
Microsoft
MSFT
+$279K

Sector Composition

1 Energy 16.54%
2 Financials 14.83%
3 Healthcare 13.28%
4 Consumer Staples 12.84%
5 Industrials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 1.4%
20,638
-360
27
$3.77M 1.35%
148,255
-635
28
$3.48M 1.24%
38,894
-585
29
$3.3M 1.18%
166,625
-1,575
30
$2.47M 0.88%
79,425
-4,125
31
$2.27M 0.81%
28,098
-605
32
$1.8M 0.64%
14,713
-140
33
$1.7M 0.61%
25,393
34
$1.44M 0.52%
18,842
-248
35
$1.22M 0.44%
11,740
-415
36
$1.21M 0.43%
151,570
-3,550
37
$1.01M 0.36%
41,970
-200
38
$943K 0.34%
5,765
-340
39
$932K 0.33%
11,738
40
$929K 0.33%
19,830
-470
41
$837K 0.3%
9,193
-20
42
$813K 0.29%
34,310
-583
43
$639K 0.23%
6,400
44
$621K 0.22%
2,200
+200
45
$537K 0.19%
35,867
-1,041
46
$502K 0.18%
8,100
47
$502K 0.18%
10,385
-540
48
$398K 0.14%
5,814
-250
49
$394K 0.14%
23,885
-2,125
50
$390K 0.14%
4,800
1
2
3