LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $538M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
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 +$7.88M
2 +$6.83M
3 +$5.91M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$4.25M
5
WMT icon
Walmart
WMT
+$3.07M

Top Sells

1 +$13.4M
2 +$7.7M
3 +$7.53M
4
VZ icon
Verizon
VZ
+$2.98M
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
-421,450
80
-33,173