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
$528M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$5.39M
3
+$3.82M
4
HD icon
Home Depot
HD
+$614K
5
AAPL icon
Apple
AAPL
+$472K

Top Sells

1
+$7.18M
2
+$3.4M
3
+$2.37M
4
BAM icon
Brookfield Asset Management
BAM
+$2.04M
5
CPRT icon
Copart
CPRT
+$1.94M

Sector Composition

1 Financials 24.94%
2 Healthcare 17.15%
3 Energy 12.57%
4 Industrials 11.49%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.38%
45,100
-1,587
52
$1.85M 0.35%
83,595
-3,550
53
$1.7M 0.32%
1,118
-46
54
$1.54M 0.29%
13,920
-158
55
$1.25M 0.24%
7,734
-81
56
$1.25M 0.24%
8,410
-5,836
57
$1.23M 0.23%
5,407
58
$1.07M 0.2%
111,927
-52,798
59
$1.05M 0.2%
5,759
-113
60
$983K 0.19%
25,934
61
$878K 0.17%
2,289
+1,600
62
$865K 0.16%
3,044
+350
63
$842K 0.16%
32,599
64
$816K 0.15%
10,230
-300
65
$814K 0.15%
2,070
66
$728K 0.14%
6,402
67
$645K 0.12%
2,850
68
$619K 0.12%
8,011
69
$577K 0.11%
6,380
70
$513K 0.1%
5,692
71
$477K 0.09%
5,474
-6,146
72
$395K 0.07%
6,561
+60
73
$385K 0.07%
7,835
-750
74
$340K 0.06%
6,582
75
$308K 0.06%
4,595
-380
1 2
3
4