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
$318M
AUM Growth
-$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$73.3K
2
+$70.3K
3
+$54.9K
4
BUD icon
AB InBev
BUD
+$36K
5
LUMN icon
Lumen
LUMN
+$33.8K

Top Sells

1
+$241K
2
+$196K
3
+$146K
4
TPL icon
Texas Pacific Land
TPL
+$110K
5
HSY icon
Hershey
HSY
+$71.1K

Sector Composition

1 Financials 23.94%
2 Healthcare 15.37%
3 Energy 15.15%
4 Industrials 10.97%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99M 1.57%
83,009
+600
27
$4.89M 1.54%
36,486
-292
28
$4.39M 1.38%
17,775
-225
29
$3.96M 1.25%
36,388
+53
30
$3.7M 1.17%
62,286
+1,233
31
$3.48M 1.09%
22,000
+188
32
$3.27M 1.03%
204,917
+2,045
33
$2.54M 0.8%
101,684
+2,815
34
$2.06M 0.65%
114,220
-2,150
35
$1.84M 0.58%
10,973
36
$1.35M 0.43%
15,924
37
$1.31M 0.41%
8,603
-150
38
$1.15M 0.36%
18,575
-400
39
$1.07M 0.34%
59,732
40
$946K 0.3%
2,095
41
$922K 0.29%
35,083
-750
42
$861K 0.27%
4,240
43
$727K 0.23%
6,555
+75
44
$607K 0.19%
3,743
-25
45
$567K 0.18%
3,250
-50
46
$533K 0.17%
6,500
47
$494K 0.16%
4,172
-15
48
$446K 0.14%
30,447
49
$431K 0.14%
5,679
50
$373K 0.12%
4,400
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