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
$316M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$636K
3
+$294K
4
VTRS icon
Viatris
VTRS
+$257K
5
BUD icon
AB InBev
BUD
+$247K

Top Sells

1
+$829K
2
+$257K
3
+$222K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$169K
5
DIS icon
Walt Disney
DIS
+$163K

Sector Composition

1 Financials 20.74%
2 Energy 16.93%
3 Healthcare 14.93%
4 Industrials 12.22%
5 Communication Services 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.14%
12,400
52
$425K 0.13%
3,771
-50
53
$386K 0.12%
4,800
54
$368K 0.12%
6,600
55
$352K 0.11%
4,800
56
$319K 0.1%
7,035
1 2
3