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
$298M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$57.2K
3
+$14.7K
4
OEC icon
Orion
OEC
+$8.14K

Top Sells

1
+$3.3M
2
+$838K
3
+$156K
4
JNJ icon
Johnson & Johnson
JNJ
+$90.5K
5
MCD icon
McDonald's
MCD
+$86.2K

Sector Composition

1 Financials 15.55%
2 Energy 15.39%
3 Consumer Staples 13.31%
4 Healthcare 12.74%
5 Industrials 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 1.44%
150,265
+2,010
27
$4.2M 1.41%
20,223
-415
28
$3.81M 1.28%
143,055
-485
29
$3.55M 1.19%
38,394
-500
30
$3.07M 1.03%
79,425
31
$2.14M 0.72%
27,898
-200
32
$1.93M 0.65%
14,713
33
$1.54M 0.52%
25,231
-162
34
$1.5M 0.5%
149,270
-2,300
35
$1.44M 0.48%
18,667
-175
36
$1.26M 0.42%
11,465
-275
37
$1.01M 0.34%
41,470
-500
38
$959K 0.32%
5,565
-200
39
$954K 0.32%
18,730
-1,100
40
$939K 0.32%
11,738
41
$895K 0.3%
9,193
42
$868K 0.29%
34,310
43
$708K 0.24%
6,400
44
$645K 0.22%
2,200
45
$546K 0.18%
8,100
46
$481K 0.16%
10,160
-225
47
$436K 0.15%
35,367
-500
48
$417K 0.14%
5,814
49
$413K 0.14%
23,885
50
$393K 0.13%
4,800
1
2
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