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
$224M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$381K
3
+$229K
4
KO icon
Coca-Cola
KO
+$225K
5
T icon
AT&T
T
+$211K

Top Sells

1
+$118K
2
+$79.2K
3
+$44.7K
4
PG icon
Procter & Gamble
PG
+$41.7K
5
LECO icon
Lincoln Electric
LECO
+$41.4K

Sector Composition

1 Financials 17.82%
2 Healthcare 16.1%
3 Industrials 14.25%
4 Energy 12.93%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.17%
4,800
52
$379K 0.17%
9,200
53
$341K 0.15%
6,600
54
$335K 0.15%
3,821
55
$333K 0.15%
4,800
56
$263K 0.12%
33,667
57
$11K ﹤0.01%
1,280
1 2
3