LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $336M
1-Year Est. Return 10.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.95%
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
+$3.81M
2
+$2.98M
3
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$1.47M
5
IBM icon
IBM
IBM
+$1.44M

Top Sells

1
+$7.01M
2
+$1.35M
3
+$934K
4
BHC icon
Bausch Health
BHC
+$392K
5
DIS icon
Walt Disney
DIS
+$282K

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