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
$308M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$1.03M
3
+$402K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K
5
OPB
Opus Bank Common Stock
OPB
+$308K

Top Sells

1
+$5.33M
2
+$2.33M
3
+$943K
4
JEF icon
Jefferies Financial Group
JEF
+$611K
5
MSFT icon
Microsoft
MSFT
+$379K

Sector Composition

1 Energy 17.23%
2 Financials 14.46%
3 Healthcare 12.88%
4 Industrials 12.48%
5 Consumer Staples 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$421K 0.14%
12,400
-300
52
$406K 0.13%
6,064
53
$403K 0.13%
9,200
-200
54
$399K 0.13%
3,539
+50
55
$371K 0.12%
3,921
56
$370K 0.12%
4,800
57
$329K 0.11%
4,490
58
$281K 0.09%
6,600
59
$210K 0.07%
5,000
60
$201K 0.07%
+3,556
61
$148K 0.05%
2,468
-160
62
$34K 0.01%
1,280
63
– –
-118,200
64
– –
-105,940
1 2
3