LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $548M
1-Year Est. Return 9.2%
This Quarter Est. Return
1 Year Est. Return
+9.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$616K
3
+$510K
4
JNJ icon
Johnson & Johnson
JNJ
+$163K
5
GILD icon
Gilead Sciences
GILD
+$134K

Top Sells

1
+$26.8M
2
+$1.19M
3
+$783K
4
KSU
Kansas City Southern
KSU
+$247K
5
MCD icon
McDonald's
MCD
+$70.6K

Sector Composition

1 Energy 18.37%
2 Financials 17.41%
3 Healthcare 15.34%
4 Industrials 13.07%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.14%
3,300
-200
52
$390K 0.13%
32,517
-450
53
$363K 0.12%
4,800
54
$357K 0.12%
6,600
55
$275K 0.09%
7,035
-75
56
– –
-1,280
1 2
3