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
$286M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.8M
3
+$11.6M
4
LECO icon
Lincoln Electric
LECO
+$11.3M
5
DIS icon
Walt Disney
DIS
+$9.97M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.6%
2 Healthcare 14.36%
3 Energy 12.86%
4 Technology 8.56%
5 Materials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$855K 0.3%
+19,299
52
$714K 0.25%
+12,470
53
$683K 0.24%
+11,590
54
$667K 0.23%
+11,031
55
$584K 0.2%
+19,025
56
$576K 0.2%
+16,975
57
$542K 0.19%
+5,250
58
$515K 0.18%
+3,210
59
$488K 0.17%
+13,496
60
$485K 0.17%
+9,737
61
$477K 0.17%
+11,540
62
$433K 0.15%
+9,000
63
$403K 0.14%
+11,540
64
$387K 0.14%
+1,324
65
$381K 0.13%
+93,079
66
$374K 0.13%
+9,941
67
$323K 0.11%
+10,400
68
$311K 0.11%
+1,700
69
$303K 0.11%
+12,500
70
$299K 0.1%
+3,650
71
$292K 0.1%
+3,000
72
$240K 0.08%
+2,486
73
$234K 0.08%
+2,450
74
$229K 0.08%
+4,000
75
$229K 0.08%
+3,500
1 2
3
4