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
$337M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.75M
3
+$5.88M
4
CSTM icon
Constellium
CSTM
+$795K
5
CMP icon
Compass Minerals
CMP
+$711K

Top Sells

1
+$13.2M
2
+$1.75M
3
+$1.39M
4
CAG icon
Conagra Brands
CAG
+$1.38M
5
GM icon
General Motors
GM
+$958K

Sector Composition

1 Industrials 20.87%
2 Energy 11.45%
3 Financials 11.39%
4 Healthcare 9.89%
5 Materials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.06%
+6,784
77
$207K 0.06%
+4,235
78
$206K 0.06%
4,200
79
$43K 0.01%
1,280
80
$7K ﹤0.01%
2,020
-22
81
– –
-2,488
82
– –
-73,381
83
– –
-25,553
84
– –
-3,112
85
– –
-12,021
86
– –
-21,117
87
– –
-155,045
88
– –
-10,000
89
– –
-29,500
1 2 3
4