LKIM
Lawson Kroeker Investment Management Portfolio holdings
AUM
$538M
This Quarter Return
+6.7%
1 Year Return
+13.03%
3 Year Return
+61.16%
5 Year Return
+161.6%
10 Year Return
+327.48%
AUM
$271M
AUM Growth
+$271M
(+3%)
Cap. Flow
-$7.07M
Cap. Flow
% of AUM
-2.61%
Top 10 Holdings %
Top 10 Hldgs %
50.35%
Holding
62
New
1
Increased
1
Reduced
44
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$257K |
| 2 |
Lumen
LUMN
|
$36.3K |
Top Sells
| 1 |
Winnebago Industries
WGO
|
$1.8M |
| 2 |
Texas Pacific Land
TPL
|
$431K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$302K |
| 4 |
Orion
OEC
|
$284K |
| 5 |
Boeing
BA
|
$283K |
Sector Composition
| 1 | Financials | 16.28% |
| 2 | Energy | 15.51% |
| 3 | Consumer Staples | 13.15% |
| 4 | Industrials | 12.43% |
| 5 | Healthcare | 12.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Baxter International
BAX
$12.7B
| $401K | 0.15% | 4,800 | – | – |
|
52
Colgate-Palmolive
CL
$67.9B
| $400K | 0.15% | 5,814 | – | – |
|
53
Abbott
ABT
$231B
| $390K | 0.14% | 4,490 | – | – |
|
54
Phillips 66
PSX
$54B
| $380K | 0.14% | 3,414 | – | – |
|
55
Alliant Energy
LNT
$16.7B
| $361K | 0.13% | 6,600 | – | – |
|
56
AbbVie
ABBV
$372B
| $338K | 0.12% | 3,821 | – | – |
|
57
NextEra Energy, Inc.
NEE
$148B
| $291K | 0.11% | 1,200 | – | – |
|
|
58
Apple
AAPL
$3.45T
| $257K | 0.1% | +875 | New | +$257K |
|
59
Lee Enterprises
LEE
$27.1M
| $18K | 0.01% | 12,800 | – | – |
|