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
$224M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$381K
3
+$229K
4
KO icon
Coca-Cola
KO
+$225K
5
T icon
AT&T
T
+$211K

Top Sells

1
+$118K
2
+$79.2K
3
+$44.7K
4
PG icon
Procter & Gamble
PG
+$41.7K
5
LECO icon
Lincoln Electric
LECO
+$41.4K

Sector Composition

1 Financials 17.82%
2 Healthcare 16.1%
3 Industrials 14.25%
4 Energy 12.93%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.51%
270,850
-1,045
27
$3.38M 1.51%
121,745
+125
28
$3.22M 1.44%
95,920
-320
29
$2.8M 1.25%
38,830
-175
30
$2.47M 1.1%
126,240
+900
31
$2.22M 0.99%
22,430
+35
32
$2.05M 0.92%
14,803
+1,650
33
$1.34M 0.6%
17,017
34
$1.28M 0.57%
9,185
-300
35
$1.02M 0.46%
20,755
+4,550
36
$971K 0.43%
123,645
+500
37
$879K 0.39%
40,798
+9,798
38
$852K 0.38%
34,635
39
$838K 0.37%
10,585
40
$821K 0.37%
25,002
41
$735K 0.33%
7,068
42
$727K 0.32%
2,170
43
$631K 0.28%
4,585
-50
44
$584K 0.26%
6,400
45
$478K 0.21%
4,390
-100
46
$449K 0.2%
5,814
47
$443K 0.2%
12,400
48
$442K 0.2%
21,435
49
$412K 0.18%
8,100
50
$405K 0.18%
3,500
1
2
3