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
$322M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$178K
3
+$10.9K
4
PSX icon
Phillips 66
PSX
+$6.59K
5
DIS icon
Walt Disney
DIS
+$6.04K

Top Sells

1
+$10.5M
2
+$305K
3
+$296K
4
VTRS icon
Viatris
VTRS
+$293K
5
T icon
AT&T
T
+$282K

Sector Composition

1 Financials 22.32%
2 Healthcare 16.76%
3 Energy 13.22%
4 Industrials 10.79%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$411K 0.13%
4,400
-400
52
$341K 0.11%
5,000
53
$328K 0.1%
6,835
-200
54
$290K 0.09%
8,500
55
$258K 0.08%
3,000
56
$246K 0.08%
4,000
57
$239K 0.07%
5,800
58
$227K 0.07%
2,047
-80
59
– –
-38,845
1 2
3