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
$528M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$5.39M
3
+$3.82M
4
HD icon
Home Depot
HD
+$614K
5
AAPL icon
Apple
AAPL
+$472K

Top Sells

1
+$7.18M
2
+$3.4M
3
+$2.37M
4
BAM icon
Brookfield Asset Management
BAM
+$2.04M
5
CPRT icon
Copart
CPRT
+$1.94M

Sector Composition

1 Financials 24.94%
2 Healthcare 17.15%
3 Energy 12.57%
4 Industrials 11.49%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.06%
1,198
-95
77
$292K 0.06%
1,515
-5,600
78
$275K 0.05%
4,300
79
$232K 0.04%
2,400
80
– –
-217,100
81
– –
-1,885
82
– –
-13,825
83
– –
-24,008
1 2 3
4