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
$518M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$3.14M
3
+$1M
4
AMZN icon
Amazon
AMZN
+$464K
5
STKL
SunOpta
STKL
+$405K

Top Sells

1
+$3.21M
2
+$519K
3
+$363K
4
CPRT icon
Copart
CPRT
+$220K
5
DIS icon
Walt Disney
DIS
+$209K

Sector Composition

1 Financials 25.05%
2 Healthcare 16.63%
3 Energy 13.36%
4 Consumer Discretionary 11.07%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.52M 1.45%
48,097
+1,374
27
$7.35M 1.42%
106,587
-1,411
28
$6.92M 1.34%
108,648
-235
29
$6.44M 1.24%
478,492
+12,401
30
$6.23M 1.2%
222,661
-80
31
$6.11M 1.18%
33,556
-970
32
$5.63M 1.09%
71,032
+956
33
$5.52M 1.07%
54,363
-648
34
$5.41M 1.04%
21,754
-505
35
$5.4M 1.04%
17,796
-5
36
$4.87M 0.94%
150,474
+6,470
37
$4.69M 0.91%
32,261
-200
38
$4.46M 0.86%
15,359
+30
39
$4.32M 0.83%
20,498
+4
40
$4.13M 0.8%
69,533
-582
41
$3.95M 0.76%
33,398
-200
42
$3.7M 0.71%
143,189
-442
43
$3.33M 0.64%
30,279
-400
44
$3.06M 0.59%
22,355
-235
45
$2.84M 0.55%
5,216
+430
46
$2.79M 0.54%
73,329
-1,620
47
$2.59M 0.5%
10,162
48
$2.39M 0.46%
14,482
+32
49
$2.36M 0.46%
36,692
-1,172
50
$2.1M 0.4%
4,116
1
2
3 4