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
$267M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$805K
3
+$215K
4
WY icon
Weyerhaeuser
WY
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$150K

Top Sells

1
+$3.22M
2
+$1.5M
3
+$1.28M
4
LUMN icon
Lumen
LUMN
+$1.19M
5
OEC icon
Orion
OEC
+$1.15M

Sector Composition

1 Financials 17.62%
2 Healthcare 16.53%
3 Energy 15.75%
4 Industrials 12.89%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.14%
4,800
52
$370K 0.14%
4,800
53
$340K 0.13%
6,600
54
$316K 0.12%
32,967
-700
55
$215K 0.08%
+7,110
56
$16K 0.01%
1,280
57
– –
-25,002
58
– –
-95,920
59
– –
-21,435
1 2
3