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
$344M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.22M
3
+$3.07M
4
IBM icon
IBM
IBM
+$1.45M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

1
+$7.09M
2
+$1.3M
3
+$902K
4
BHC icon
Bausch Health
BHC
+$439K
5
DIS icon
Walt Disney
DIS
+$293K

Sector Composition

1 Industrials 18.87%
2 Energy 11.77%
3 Financials 11.65%
4 Materials 10.52%
5 Technology 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.1%
2,486
77
$284K 0.08%
4,400
78
$252K 0.07%
8,000
79
$223K 0.06%
4,200
80
$57K 0.02%
+2,488
81
$41K 0.01%
1,280
82
$20K 0.01%
+2,042
83
$6K ﹤0.01%
+10,000
1 2 3
4