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
$301M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$201K
3
+$60.7K
4
BA icon
Boeing
BA
+$57.6K
5
LKQ icon
LKQ Corp
LKQ
+$47.8K

Top Sells

1
+$726K
2
+$498K
3
+$489K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$428K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$411K

Sector Composition

1 Financials 21.65%
2 Healthcare 15.81%
3 Energy 13.54%
4 Industrials 12.16%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 1.61%
86,327
+370
27
$4.36M 1.45%
18,070
-90
28
$4.28M 1.42%
36,973
-1,770
29
$4.28M 1.42%
61,198
-1,050
30
$3.71M 1.23%
203,665
+1,250
31
$3.59M 1.19%
21,870
-535
32
$3.55M 1.18%
34,950
-1,950
33
$2.66M 0.88%
109,575
+2,500
34
$2.19M 0.72%
116,370
35
$1.69M 0.56%
11,248
-3,250
36
$1.53M 0.51%
74,885
-5,892
37
$1.27M 0.42%
9,073
-65
38
$1.17M 0.39%
15,999
-268
39
$1.02M 0.34%
19,375
-35
40
$932K 0.31%
35,835
41
$899K 0.3%
2,095
-125
42
$837K 0.28%
4,335
-100
43
$812K 0.27%
6,480
44
$524K 0.17%
31,687
-430
45
$495K 0.16%
4,190
46
$489K 0.16%
4,000
-2,400
47
$488K 0.16%
6,500
-3,500
48
$467K 0.15%
3,300
49
$429K 0.14%
5,682
50
$407K 0.14%
3,771
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2
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