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
$301M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$1.04M
3
+$971K
4
CMRE icon
Costamare
CMRE
+$934K
5
INTC icon
Intel
INTC
+$571K

Top Sells

1
+$5.15M
2
+$1.04M
3
+$701K
4
BA icon
Boeing
BA
+$683K
5
CVX icon
Chevron
CVX
+$503K

Sector Composition

1 Industrials 20.76%
2 Energy 13.16%
3 Healthcare 12.05%
4 Financials 9.97%
5 Technology 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,650
77
– –
-59,865
78
– –
-8,000
79
– –
-3,500
1 2 3
4