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
$528M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$5.39M
3
+$3.82M
4
HD icon
Home Depot
HD
+$614K
5
AAPL icon
Apple
AAPL
+$472K

Top Sells

1
+$7.18M
2
+$3.4M
3
+$2.37M
4
BAM icon
Brookfield Asset Management
BAM
+$2.04M
5
CPRT icon
Copart
CPRT
+$1.94M

Sector Composition

1 Financials 24.94%
2 Healthcare 17.15%
3 Energy 12.57%
4 Industrials 11.49%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.37M 1.4%
46,723
+368
27
$7.21M 1.37%
466,091
-745
28
$6.8M 1.29%
70,076
+486
29
$6.66M 1.26%
108,883
-465
30
$6.33M 1.2%
222,741
-7,835
31
$6.28M 1.19%
143,631
-12,037
32
$6.19M 1.17%
55,011
-279
33
$6.17M 1.17%
17,801
-410
34
$6.07M 1.15%
22,259
-8,668
35
$5.39M 1.02%
+22,841
36
$5.28M 1%
15,329
-106
37
$5.21M 0.99%
34,526
-904
38
$4.79M 0.91%
144,004
-1,347
39
$4.76M 0.9%
32,461
-328
40
$4.43M 0.84%
33,598
-385
41
$4.06M 0.77%
70,115
-5,724
42
$3.53M 0.67%
22,590
+60
43
$3.51M 0.67%
20,494
+2,750
44
$3.15M 0.6%
74,949
-48,447
45
$3.11M 0.59%
30,679
-824
46
$2.87M 0.54%
10,162
-368
47
$2.53M 0.48%
14,450
-168
48
$2.5M 0.47%
4,786
49
$2.22M 0.42%
37,864
-2,171
50
$2.04M 0.39%
4,116
1
2
3 4