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
$180M
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.81M
3
+$1.74M
4
BUD icon
AB InBev
BUD
+$29.3K
5
OEC icon
Orion
OEC
+$27K

Top Sells

1
+$9.89M
2
+$6.59M
3
+$3.52M
4
XOM icon
Exxon Mobil
XOM
+$1.81M
5
TMO icon
Thermo Fisher Scientific
TMO
+$397K

Sector Composition

1 Financials 18.99%
2 Healthcare 17.47%
3 Industrials 14.11%
4 Energy 11.06%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$354K 0.2%
4,490
52
$319K 0.18%
6,600
53
$291K 0.16%
3,821
54
$289K 0.16%
4,800
55
$245K 0.14%
9,200
56
$223K 0.12%
3,500
57
$218K 0.12%
7,585
-425
58
$13K 0.01%
1,280
59
– –
-3,414
60
– –
-249,729
61
– –
-25,973
1 2
3