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
$255M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$422K
3
+$187K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$100K
5
LECO icon
Lincoln Electric
LECO
+$41.8K

Top Sells

1
+$4.99M
2
+$1.92M
3
+$817K
4
XOM icon
Exxon Mobil
XOM
+$489K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$391K

Sector Composition

1 Financials 15.57%
2 Healthcare 14.08%
3 Energy 13.88%
4 Consumer Staples 13.11%
5 Industrials 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$343K 0.13%
26,010
52
$330K 0.13%
9,200
53
$325K 0.13%
4,490
54
$316K 0.12%
4,800
55
$301K 0.12%
3,489
-50
56
$279K 0.11%
6,600
57
$265K 0.1%
12,400
58
$217K 0.09%
5,000
59
$27K 0.01%
1,280
60
– –
-3,556
61
– –
-74,270
62
– –
-2,468
1 2
3