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
$281M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$16.9K
2
+$7.95K

Top Sells

1
+$8.91M
2
+$2.23M
3
+$2M
4
DIS icon
Walt Disney
DIS
+$1.83M
5
WGO icon
Winnebago Industries
WGO
+$1.65M

Sector Composition

1 Energy 16.48%
2 Financials 14.42%
3 Industrials 12.8%
4 Healthcare 12.24%
5 Consumer Staples 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$456K 0.16%
1,680
52
$454K 0.16%
12,700
53
$420K 0.15%
9,400
54
$393K 0.14%
6,064
55
$392K 0.14%
3,489
56
$363K 0.13%
3,921
-300
57
$354K 0.13%
4,800
58
$279K 0.1%
6,600
59
$274K 0.1%
4,490
60
$209K 0.07%
5,000
61
$200K 0.07%
10,705
62
$145K 0.05%
2,628
-780
63
$36K 0.01%
1,280
64
– –
-8,756
65
– –
-10,145
66
– –
-15,340
67
– –
-14,880
68
– –
-5,369
1 2
3