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
$296M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.28M
3
+$847K
4
HZO icon
MarineMax
HZO
+$764K
5
CFR icon
Cullen/Frost Bankers
CFR
+$156K

Top Sells

1
+$6.75M
2
+$4.42M
3
+$4.03M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.75M
5
BUD icon
AB InBev
BUD
+$3.02M

Sector Composition

1 Financials 22.56%
2 Energy 21.04%
3 Healthcare 14.97%
4 Industrials 11.76%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,047
52
– –
-5,000
53
– –
-4,000
54
– –
-552,834
55
– –
-6,400
56
– –
-518,192
57
– –
-3,000
58
– –
-66,974
1 2
3