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
$271M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$36.3K

Top Sells

1
+$1.8M
2
+$431K
3
+$302K
4
OEC icon
Orion
OEC
+$284K
5
BA icon
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 Change
in Stake 		Capital Flow
51
$401K 0.15%
4,800
52
$400K 0.15%
5,814
53
$390K 0.14%
4,490
54
$380K 0.14%
3,414
55
$361K 0.13%
6,600
56
$338K 0.12%
3,821
57
$291K 0.11%
4,800
58
$257K 0.1%
+3,500
59
$18K 0.01%
1,280
1 2
3