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
$284M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$146K
2
+$50.1K
3
+$44.8K
4
GIL icon
Gildan
GIL
+$32.5K
5
DEO icon
Diageo
DEO
+$18.7K

Top Sells

1
+$1.63M
2
+$1.57M
3
+$690K
4
BUD icon
AB InBev
BUD
+$464K
5
LEG icon
Leggett & Platt
LEG
+$201K

Sector Composition

1 Financials 22.93%
2 Energy 18.78%
3 Healthcare 16.18%
4 Industrials 10.18%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.4%
17,290
-245
27
$3.89M 1.37%
35,992
-300
28
$3.87M 1.36%
129,920
+200
29
$3.76M 1.32%
60,901
+15
30
$3.68M 1.3%
30,421
-215
31
$3.45M 1.21%
21,935
32
$3.02M 1.06%
66,974
-10,280
33
$2.86M 1.01%
35,773
-430
34
$2.67M 0.94%
200,287
+450
35
$1.5M 0.53%
130,403
+1,025
36
$1.47M 0.52%
8,973
37
$1.16M 0.41%
114,070
38
$1.07M 0.38%
8,453
-10
39
$1.02M 0.36%
14,805
-350
40
$988K 0.35%
17,640
-580
41
$861K 0.3%
35,433
+350
42
$739K 0.26%
4,350
+110
43
$704K 0.25%
1,970
44
$688K 0.24%
44,880
45
$551K 0.19%
6,400
46
$529K 0.19%
6,555
47
$485K 0.17%
3,613
48
$442K 0.16%
3,200
49
$404K 0.14%
4,172
50
$399K 0.14%
5,679
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