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
$344M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.22M
3
+$3.07M
4
IBM icon
IBM
IBM
+$1.45M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

1
+$7.09M
2
+$1.3M
3
+$902K
4
BHC icon
Bausch Health
BHC
+$439K
5
DIS icon
Walt Disney
DIS
+$293K

Sector Composition

1 Industrials 18.87%
2 Energy 11.77%
3 Financials 11.65%
4 Materials 10.52%
5 Technology 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$958K 0.28%
+25,553
52
$939K 0.27%
21,765
53
$930K 0.27%
12,762
54
$911K 0.27%
11,592
+413
55
$897K 0.26%
36,376
-264
56
$882K 0.26%
4,275
-450
57
$839K 0.24%
+30,524
58
$772K 0.22%
+10,252
59
$734K 0.21%
+9,390
60
$714K 0.21%
13,011
61
$667K 0.19%
11,390
62
$621K 0.18%
5,367
+12
63
$594K 0.17%
+12,021
64
$585K 0.17%
+3,112
65
$564K 0.16%
+21,117
66
$562K 0.16%
9,000
67
$555K 0.16%
6,485
-575
68
$551K 0.16%
9,737
69
$546K 0.16%
+13,085
70
$544K 0.16%
7,850
71
$528K 0.15%
11,390
72
$525K 0.15%
828
73
$456K 0.13%
9,900
74
$454K 0.13%
+29,500
75
$363K 0.11%
9,757
1 2
3
4