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
$271M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$36.3K

Top Sells

1
+$1.8M
2
+$431K
3
+$302K
4
OEC icon
Orion
OEC
+$284K
5
BA icon
Boeing
BA
+$283K

Sector Composition

1 Financials 16.28%
2 Energy 15.51%
3 Consumer Staples 13.15%
4 Industrials 12.43%
5 Healthcare 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 1.5%
62,383
-2,465
27
$3.84M 1.42%
19,428
-490
28
$3.77M 1.39%
123,585
-1,455
29
$3.21M 1.19%
35,494
-2,400
30
$2.12M 0.78%
39,975
-34,050
31
$1.87M 0.69%
13,653
-730
32
$1.81M 0.67%
25,973
-1,455
33
$1.66M 0.61%
124,120
-500
34
$1.64M 0.6%
25,152
35
$1.41M 0.52%
17,017
-1,350
36
$1.19M 0.44%
9,515
-1,425
37
$973K 0.36%
11,214
-314
38
$915K 0.34%
31,000
-1,324
39
$897K 0.33%
16,205
-1,800
40
$893K 0.33%
34,760
-585
41
$802K 0.3%
4,760
-515
42
$791K 0.29%
6,968
-1,675
43
$700K 0.26%
2,175
-25
44
$645K 0.24%
6,400
45
$611K 0.23%
8,100
46
$589K 0.22%
33,867
-1,500
47
$468K 0.17%
9,200
48
$457K 0.17%
23,035
49
$431K 0.16%
8,010
-300
50
$425K 0.16%
12,400
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