LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $548M
1-Year Est. Return 9.2%
This Quarter Est. Return
1 Year Est. Return
+9.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$616K
3
+$510K
4
JNJ icon
Johnson & Johnson
JNJ
+$163K
5
GILD icon
Gilead Sciences
GILD
+$134K

Top Sells

1
+$26.8M
2
+$1.19M
3
+$783K
4
KSU
Kansas City Southern
KSU
+$247K
5
MCD icon
McDonald's
MCD
+$70.6K

Sector Composition

1 Energy 18.37%
2 Financials 17.41%
3 Healthcare 15.34%
4 Industrials 13.07%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 1.43%
18,665
-315
27
$4.03M 1.38%
204,290
+325
28
$3.99M 1.36%
61,755
+2,077
29
$3.94M 1.35%
37,625
-20
30
$3.24M 1.11%
22,615
+235
31
$3.14M 1.07%
85,115
-32,265
32
$2.1M 0.72%
14,823
+20
33
$1.76M 0.6%
77,175
-662
34
$1.74M 0.6%
118,370
-2,000
35
$1.27M 0.43%
16,717
-250
36
$1.23M 0.42%
9,048
-140
37
$1.07M 0.37%
20,310
-65
38
$959K 0.33%
2,420
-150
39
$928K 0.32%
35,835
+1,370
40
$807K 0.28%
6,835
-135
41
$771K 0.26%
10,480
-105
42
$728K 0.25%
4,435
-50
43
$692K 0.24%
6,400
44
$526K 0.18%
4,390
45
$475K 0.16%
8,100
46
$466K 0.16%
12,400
47
$448K 0.15%
5,682
48
$420K 0.14%
9,200
49
$414K 0.14%
3,821
50
$405K 0.14%
4,800
1
2
3