LKIM
Lawson Kroeker Investment Management Portfolio holdings
AUM
$538M
This Quarter Return
+13.39%
1 Year Return
+13.03%
3 Year Return
+61.16%
5 Year Return
+161.6%
10 Year Return
+327.48%
AUM
$280M
AUM Growth
+$280M
(+9.9%)
Cap. Flow
-$4.7M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
50.84%
Holding
62
New
–
Increased
3
Reduced
45
Closed
–
Top Buys
| 1 |
Lumen
LUMN
|
$1.02M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$88.4K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$56.5K |
Top Sells
| 1 |
Texas Pacific Land
TPL
|
$1.44M |
| 2 |
AB InBev
BUD
|
$1.09M |
| 3 |
Boeing
BA
|
$320K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$301K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Leggett & Platt
LEG
$1.3B
| $388K | 0.14% | 9,200 | – | – |
|
52
Jefferies Financial Group
JEF
$13.4B
| $379K | 0.14% | 20,195 | – | – |
|
53
Abbott
ABT
$231B
| $359K | 0.13% | 4,490 | – | – |
|
54
Conagra Brands
CAG
$9.16B
| $344K | 0.12% | 12,400 | – | – |
|
55
Phillips 66
PSX
$54B
| $325K | 0.12% | 3,414 -75 | -2% | -$7.14K |
|
56
Alliant Energy
LNT
$16.7B
| $311K | 0.11% | 6,600 | – | – |
|
57
AbbVie
ABBV
$372B
| $308K | 0.11% | 3,821 | – | – |
|
58
NextEra Energy, Inc.
NEE
$148B
| $242K | 0.09% | 1,250 | – | – |
|
59
Lee Enterprises
LEE
$27.1M
| $42K | 0.02% | 12,800 | – | – |
|