LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$2.69M
3
+$862K
4
UNP icon
Union Pacific
UNP
+$252K
5
COHR icon
Coherent
COHR
+$199K

Top Sells

1
+$7.13M
2
+$5.42M
3
+$3.84M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.45M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$942K

Sector Composition

1 Financials 28.3%
2 Healthcare 14.71%
3 Energy 12.35%
4 Consumer Discretionary 10.8%
5 Industrials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.89M 1.26%
212,085
-5,563
27
$6.84M 1.25%
53,959
-11
28
$6.55M 1.2%
26,954
-4,214
29
$6.44M 1.18%
97,169
-69
30
$6.39M 1.17%
20,779
-265
31
$6.27M 1.14%
479,208
-2,137
32
$5.14M 0.94%
33,120
-250
33
$5.14M 0.94%
201,666
-5,985
34
$4.89M 0.89%
32,085
35
$4.67M 0.85%
473,417
+19,117
36
$4.59M 0.84%
18,042
-130
37
$4.45M 0.81%
136,811
-4,424
38
$4.16M 0.76%
16,880
-103
39
$4.15M 0.76%
28,686
-104
40
$4.04M 0.74%
132,334
-3,632
41
$3.74M 0.68%
21,361
+115
42
$3.43M 0.63%
135,598
-2,570
43
$3.41M 0.62%
59,870
-3,979
44
$3.39M 0.62%
5,083
45
$3.22M 0.59%
34,118
-225
46
$3.2M 0.58%
123,489
-13,030
47
$3.17M 0.58%
10,571
-45
48
$3.12M 0.57%
32,740
-190
49
$2.82M 0.51%
9,272
-400
50
$2.5M 0.46%
17,810
+263
1
2
3 4