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
$180M
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.81M
3
+$1.74M
4
BUD icon
AB InBev
BUD
+$29.3K
5
OEC icon
Orion
OEC
+$27K

Top Sells

1
+$9.89M
2
+$6.59M
3
+$3.52M
4
XOM icon
Exxon Mobil
XOM
+$1.81M
5
TMO icon
Thermo Fisher Scientific
TMO
+$397K

Sector Composition

1 Financials 18.99%
2 Healthcare 17.47%
3 Industrials 14.11%
4 Energy 11.06%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.39%
122,095
+140
27
$2.19M 1.22%
124,730
+1,145
28
$2.02M 1.13%
271,155
+3,615
29
$1.88M 1.04%
+22,445
30
$1.81M 1.01%
+48,615
31
$1.58M 0.88%
13,153
-500
32
$1.23M 0.68%
17,017
33
$1.11M 0.62%
39,975
34
$1.04M 0.58%
9,485
-30
35
$777K 0.43%
10,585
-629
36
$775K 0.43%
25,152
37
$717K 0.4%
16,205
38
$683K 0.38%
31,000
39
$647K 0.36%
124,120
40
$637K 0.35%
7,068
+100
41
$602K 0.33%
34,760
42
$589K 0.33%
4,635
-125
43
$571K 0.32%
2,215
+40
44
$444K 0.25%
8,100
45
$439K 0.24%
6,400
46
$390K 0.22%
4,800
47
$387K 0.22%
23,035
48
$386K 0.21%
5,814
49
$364K 0.2%
12,400
50
$361K 0.2%
33,867
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