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
$298M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$5.97M
2 +$57.2K
3 +$14.7K
4
OEC icon
Orion
OEC
+$8.14K

Top Sells

1 +$3.3M
2 +$838K
3 +$156K
4
JNJ icon
Johnson & Johnson
JNJ
+$90.5K
5
MCD icon
McDonald's
MCD
+$86.2K

Sector Composition

1 Financials 15.55%
2 Energy 15.39%
3 Consumer Staples 13.31%
4 Healthcare 12.74%
5 Industrials 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$384K 0.13%
22,309
-251
52
$378K 0.13%
4,490
53
$353K 0.12%
9,200
54
$329K 0.11%
12,400
55
$324K 0.11%
6,600
56
$319K 0.11%
3,414
57
$278K 0.09%
3,821
58
$246K 0.08%
4,800
-200
59
$29K 0.01%
1,280
60
-166,625