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
$296M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.28M
3
+$847K
4
HZO icon
MarineMax
HZO
+$764K
5
CFR icon
Cullen/Frost Bankers
CFR
+$156K

Top Sells

1
+$6.75M
2
+$4.42M
3
+$4.03M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.75M
5
BUD icon
AB InBev
BUD
+$3.02M

Sector Composition

1 Financials 22.56%
2 Energy 21.04%
3 Healthcare 14.97%
4 Industrials 11.76%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.82M 1.63%
154,379
+24,459
27
$4.15M 1.4%
34,942
-1,050
28
$3.8M 1.28%
22,185
+250
29
$3.35M 1.13%
188,287
-12,000
30
$3.29M 1.11%
12,490
-4,800
31
$3.07M 1.04%
34,873
-900
32
$2.38M 0.8%
+82,944
33
$1.27M 0.43%
133,943
+3,540
34
$1.2M 0.41%
7,923
-530
35
$1.11M 0.38%
94,070
-20,000
36
$1.08M 0.36%
16,990
-650
37
$1.07M 0.36%
5,933
-3,040
38
$908K 0.31%
14,805
39
$889K 0.3%
35,433
40
$753K 0.25%
1,970
41
$713K 0.24%
4,000
-350
42
$680K 0.23%
36,930
-7,950
43
$584K 0.2%
3,613
44
$500K 0.17%
6,430
-125
45
$458K 0.15%
4,172
46
$447K 0.15%
5,679
47
$416K 0.14%
3,200
48
$368K 0.12%
4,400
49
$247K 0.08%
5,975
-325
50
– –
-8,500
1
2
3