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
$337M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.75M
3
+$5.88M
4
CSTM icon
Constellium
CSTM
+$795K
5
CMP icon
Compass Minerals
CMP
+$711K

Top Sells

1
+$13.2M
2
+$1.75M
3
+$1.39M
4
CAG icon
Conagra Brands
CAG
+$1.38M
5
GM icon
General Motors
GM
+$958K

Sector Composition

1 Industrials 20.87%
2 Energy 11.45%
3 Financials 11.39%
4 Healthcare 9.89%
5 Materials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.3%
14,031
-240
52
$991K 0.29%
12,762
53
$976K 0.29%
36,376
54
$965K 0.29%
12,420
+3,030
55
$935K 0.28%
11,660
+1,408
56
$877K 0.26%
21,765
57
$870K 0.26%
4,225
-50
58
$808K 0.24%
30,460
-64
59
$765K 0.23%
11,390
60
$695K 0.21%
12,801
-210
61
$631K 0.19%
9,737
62
$582K 0.17%
5,367
63
$559K 0.17%
11,390
64
$547K 0.16%
13,085
65
$520K 0.15%
6,485
66
$513K 0.15%
7,850
67
$482K 0.14%
9,900
68
$481K 0.14%
8,650
-350
69
$442K 0.13%
+8,345
70
$376K 0.11%
579
-249
71
$357K 0.11%
9,389
-368
72
$354K 0.11%
2,563
+77
73
$266K 0.08%
4,000
-400
74
$258K 0.08%
3,207
-8,385
75
$231K 0.07%
8,000
1 2
3
4