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
$280M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$88.4K
3
+$56.5K

Top Sells

1
+$1.44M
2
+$1.09M
3
+$320K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K
5
MSFT icon
Microsoft
MSFT
+$279K

Sector Composition

1 Energy 16.54%
2 Financials 14.83%
3 Healthcare 13.28%
4 Consumer Staples 12.84%
5 Industrials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$388K 0.14%
9,200
52
$379K 0.14%
22,560
53
$359K 0.13%
4,490
54
$344K 0.12%
12,400
55
$325K 0.12%
3,414
-75
56
$311K 0.11%
6,600
57
$308K 0.11%
3,821
58
$242K 0.09%
5,000
59
$42K 0.02%
1,280
1 2
3