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
$318M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$939K
3
+$587K
4
TPL icon
Texas Pacific Land
TPL
+$481K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$311K

Top Sells

1
+$2.94M
2
+$499K
3
+$460K
4
FCX icon
Freeport-McMoran
FCX
+$422K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$156K

Sector Composition

1 Industrials 18.21%
2 Energy 12.09%
3 Technology 10.88%
4 Financials 10.7%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 4.68%
378,510
+12,240
2
$14.7M 4.61%
155,882
+275
3
$13.1M 4.11%
442,574
-26
4
$13M 4.07%
149,420
-695
5
$12.9M 4.04%
186,129
-610
6
$12.6M 3.95%
270,710
+1,475
7
$11.2M 3.52%
485,830
-120
8
$10.8M 3.38%
256,560
+7,405
9
$10.3M 3.24%
98,699
-120
10
$10.1M 3.16%
215,230
+4,993
11
$9.95M 3.13%
66,280
+310
12
$9.06M 2.85%
137,854
-700
13
$8.95M 2.81%
68,887
+555
14
$8.2M 2.58%
99,397
+7,120
15
$8.16M 2.56%
118,177
+2,505
16
$8.12M 2.55%
460,981
-75
17
$7.68M 2.41%
34
18
$7.52M 2.36%
66,227
-30
19
$7.28M 2.29%
257,813
-45
20
$7.22M 2.27%
83,152
+160
21
$7.2M 2.26%
59,003
-47
22
$7.11M 2.23%
168,539
-20
23
$6.61M 2.08%
1,688
-5
24
$6.22M 1.95%
145,436
-225
25
$6.18M 1.94%
338,005
-1,020
1
2 3