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
$284M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$146K
2
+$50.1K
3
+$44.8K
4
GIL icon
Gildan
GIL
+$32.5K
5
DEO icon
Diageo
DEO
+$18.7K

Top Sells

1
+$1.63M
2
+$1.57M
3
+$690K
4
BUD icon
AB InBev
BUD
+$464K
5
LEG icon
Leggett & Platt
LEG
+$201K

Sector Composition

1 Financials 22.93%
2 Energy 18.78%
3 Healthcare 16.18%
4 Industrials 10.18%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$345K 0.12%
4,400
52
$319K 0.11%
3,000
53
$283K 0.1%
5,000
54
$277K 0.1%
8,500
55
$253K 0.09%
6,300
56
$212K 0.07%
4,000
57
$96K 0.03%
10,047
-20,125
58
– –
-5,800
1 2
3