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
$289M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$1.51M
3
+$948K
4
DEO icon
Diageo
DEO
+$539K
5
CMP icon
Compass Minerals
CMP
+$314K

Top Sells

1
+$5.74M
2
+$2.21M
3
+$1.89M
4
CSTM icon
Constellium
CSTM
+$1.63M
5
DIS icon
Walt Disney
DIS
+$1.54M

Sector Composition

1 Industrials 18.65%
2 Financials 16.25%
3 Healthcare 10.37%
4 Communication Services 8.92%
5 Energy 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-350
77
– –
-4,330
78
– –
-1,507
1 2 3
4