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
$267M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$805K
3
+$215K
4
WY icon
Weyerhaeuser
WY
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$150K

Top Sells

1
+$3.22M
2
+$1.5M
3
+$1.28M
4
LUMN icon
Lumen
LUMN
+$1.19M
5
OEC icon
Orion
OEC
+$1.15M

Sector Composition

1 Financials 17.62%
2 Healthcare 16.53%
3 Energy 15.75%
4 Industrials 12.89%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1.43%
34,819
-625
27
$3.5M 1.31%
203,965
-66,885
28
$3.48M 1.3%
59,678
-25,755
29
$3.18M 1.19%
37,645
-1,185
30
$3.07M 1.15%
117,380
-8,860
31
$2.96M 1.11%
22,380
-50
32
$2.19M 0.82%
14,803
33
$1.69M 0.63%
77,837
+37,039
34
$1.68M 0.63%
120,370
-3,275
35
$1.28M 0.48%
9,188
+3
36
$1.28M 0.48%
16,967
-50
37
$1.12M 0.42%
20,375
-380
38
$961K 0.36%
2,570
+400
39
$874K 0.33%
34,465
-170
40
$826K 0.31%
10,585
41
$816K 0.31%
6,970
-98
42
$712K 0.27%
4,485
-100
43
$695K 0.26%
6,400
44
$509K 0.19%
8,100
45
$486K 0.18%
5,682
-132
46
$481K 0.18%
4,390
47
$464K 0.17%
3,500
48
$450K 0.17%
12,400
49
$409K 0.15%
3,821
50
$408K 0.15%
9,200
1
2
3