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
$291M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.71M
3
+$5.72M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$3.82M
5
WMT icon
Walmart Inc
WMT
+$2.94M

Top Sells

1
+$13.4M
2
+$7.7M
3
+$7.53M
4
VZ icon
Verizon
VZ
+$2.76M
5
CX icon
Cemex
CX
+$2.4M

Sector Composition

1 Industrials 16.15%
2 Financials 15.9%
3 Healthcare 12.38%
4 Energy 10.12%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-466,453
77
– –
-11,320
78
– –
-157,736
79
– –
-33,173
80
– –
-421,450
1 2 3
4