LKIM
Lawson Kroeker Investment Management Portfolio holdings
AUM
$538M
1-Year Return
13.03%
This Quarter Return
+1.87%
1 Year Return
+13.03%
3 Year Return
+61.16%
5 Year Return
+161.6%
10 Year Return
+327.48%
AUM
$286M
AUM Growth
–
Cap. Flow
+$286M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.51%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$13.2M |
| 2 |
Pfizer
PFE
|
$11.8M |
| 3 |
Texas Pacific Land
TPL
|
$11.6M |
| 4 |
Lincoln Electric
LECO
|
$11.3M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bristol-Myers Squibb
BMY
$95B
| $209K | 0.07% |
+4,667
| New | +$209K |
|
77
Alliant Energy
LNT
$16.6B
| $202K | 0.07% |
+8,000
| New | +$202K |
|
78
Lee Enterprises
LEE
$24.4M
| $40K | 0.01% |
+1,950
| New | +$40K |
|