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
$315M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$348K
3
+$249K
4
LNT icon
Alliant Energy
LNT
+$206K
5
CAG icon
Conagra Brands
CAG
+$115K

Top Sells

1
+$3.99M
2
+$1.1M
3
+$1.07M
4
AUY
Yamana Gold, Inc.
AUY
+$613K
5
RSG icon
Republic Services
RSG
+$566K

Sector Composition

1 Industrials 21.09%
2 Healthcare 13.19%
3 Energy 12.08%
4 Financials 9.77%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 5.87%
222,417
-12,900
2
$14.1M 4.46%
422,274
-1,575
3
$13.4M 4.26%
188,465
-7,725
4
$12.7M 4.03%
437,080
-4,058
5
$12.1M 3.85%
202,190
-4,400
6
$11.7M 3.72%
153,549
-4,400
7
$10.1M 3.21%
146,355
-275
8
$9.85M 3.12%
263,290
-2,875
9
$9M 2.85%
474,470
+2,100
10
$8.73M 2.77%
63,930
-1,125
11
$8.63M 2.74%
215,462
+245
12
$8.54M 2.71%
93,220
-600
13
$8.21M 2.61%
1,600
14
$8.07M 2.56%
441,864
+2,200
15
$8.05M 2.55%
135,410
-915
16
$7.65M 2.43%
64,505
+4,235
17
$7.48M 2.37%
64,413
-400
18
$7.48M 2.37%
60,375
-8,895
19
$7.38M 2.34%
92,980
+398
20
$7.12M 2.26%
40
-3
21
$6.98M 2.21%
150,135
+815
22
$6.96M 2.21%
386,005
-27,000
23
$6.67M 2.12%
263,072
-10,613
24
$6.58M 2.09%
82,170
-1,945
25
$6.57M 2.08%
250,621
+4,369
1
2 3