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
$301M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$1.04M
3
+$971K
4
CMRE icon
Costamare
CMRE
+$934K
5
INTC icon
Intel
INTC
+$571K

Top Sells

1
+$5.15M
2
+$1.04M
3
+$701K
4
BA icon
Boeing
BA
+$683K
5
CVX icon
Chevron
CVX
+$503K

Sector Composition

1 Industrials 20.76%
2 Energy 13.16%
3 Healthcare 12.05%
4 Financials 9.97%
5 Technology 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 5.3%
235,317
+14,330
2
$13.1M 4.35%
196,190
-950
3
$12M 4%
441,138
-2,793
4
$11.9M 3.97%
423,849
+11,400
5
$10.2M 3.39%
157,949
+125
6
$8.86M 2.95%
266,165
-450
7
$8.84M 2.94%
206,590
-900
8
$8.77M 2.92%
146,630
+150
9
$8.61M 2.86%
92,582
-11,195
10
$8.42M 2.8%
+472,370
11
$8.31M 2.76%
64,813
-280
12
$8.13M 2.71%
93,820
-300
13
$7.83M 2.61%
1,600
-4
14
$7.75M 2.58%
439,664
+52,967
15
$7.72M 2.57%
215,217
-784
16
$7.64M 2.54%
65,055
-5,810
17
$7.58M 2.52%
69,270
-225
18
$7.33M 2.44%
43
19
$7.06M 2.35%
136,325
+480
20
$6.99M 2.33%
149,320
-400
21
$6.84M 2.28%
60,270
-635
22
$6.75M 2.24%
55,539
-4,137
23
$6.67M 2.22%
273,685
-1,676
24
$6.62M 2.2%
413,005
+5,825
25
$6.42M 2.13%
84,115
+13,655
1
2 3 4