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
$286M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$11.8M
3 +$11.6M
4
LECO icon
Lincoln Electric
LECO
+$11.3M
5
DIS icon
Walt Disney
DIS
+$9.97M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.6%
2 Healthcare 14.36%
3 Energy 12.86%
4 Technology 8.56%
5 Materials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.07%
+4,667
77
$202K 0.07%
+8,000
78
$40K 0.01%
+1,950