LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $538M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.92M
3
+$567K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K
5
DTV
DIRECTV COM STK (DE)
DTV
+$355K

Top Sells

1
+$12.1M
2
+$3.53M
3
+$1.12M
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$333K
5
TMO icon
Thermo Fisher Scientific
TMO
+$240K

Sector Composition

1 Industrials 20.95%
2 Energy 13.07%
3 Materials 10.21%
4 Financials 9.86%
5 Healthcare 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$938K 0.29%
35,416
+4,303
52
$887K 0.28%
11,511
53
$778K 0.24%
19,025
54
$750K 0.23%
11,560
55
$727K 0.23%
3,885
-200
56
$714K 0.22%
18,460
+2,815
57
$687K 0.21%
10,128
+150
58
$628K 0.2%
6,455
+1,205
59
$585K 0.18%
11,390
60
$528K 0.17%
9,737
61
$509K 0.16%
9,000
62
$439K 0.14%
11,390
63
$422K 0.13%
993
64
$407K 0.13%
9,496
65
$397K 0.12%
9,941
66
$339K 0.11%
10,400
67
$284K 0.09%
2,486
68
$242K 0.08%
4,667
69
$227K 0.07%
8,000
70
$57K 0.02%
1,280
-170
71
– –
-53,202
72
– –
-202,190
1 2
3