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
$263M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$3.53M
2
+$1.91M
3
+$1.67M
4
DIS icon
Walt Disney
DIS
+$1.66M
5
TPL icon
Texas Pacific Land
TPL
+$1.59M

Sector Composition

1 Financials 15.75%
2 Consumer Staples 14.66%
3 Energy 13.92%
4 Industrials 13.41%
5 Healthcare 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.56%
64,848
-19,040
27
$3.86M 1.47%
122,805
-20,250
28
$3.4M 1.3%
37,894
-500
29
$3.08M 1.17%
125,040
-25,225
30
$2.84M 1.08%
74,025
-5,400
31
$1.97M 0.75%
14,383
-330
32
$1.94M 0.74%
27,428
-470
33
$1.58M 0.6%
124,620
-24,650
34
$1.49M 0.57%
18,367
-300
35
$1.43M 0.55%
25,152
-79
36
$1.36M 0.52%
10,940
-525
37
$980K 0.37%
18,005
-725
38
$939K 0.36%
8,643
-550
39
$926K 0.35%
11,528
-210
40
$924K 0.35%
32,324
-1,986
41
$901K 0.34%
35,345
-6,125
42
$863K 0.33%
5,275
-290
43
$726K 0.28%
6,400
44
$653K 0.25%
2,200
45
$623K 0.24%
35,367
46
$611K 0.23%
8,100
47
$427K 0.16%
5,814
48
$420K 0.16%
4,800
49
$419K 0.16%
8,310
-1,850
50
$395K 0.15%
23,035
-850
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