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
1
$17.4M 5.99%
359,091
+411
2
$14.8M 5.1%
268,867
-2,415
3
$13.1M 4.49%
92,115
+205
4
$12.8M 4.39%
128,637
+735
5
$11.8M 4.05%
108,997
-365
6
$11.7M 4.01%
414,764
-2,672
7
$11.1M 3.8%
188,799
+7,505
8
$10.8M 3.72%
296,195
+6,175
9
$10.2M 3.5%
555,496
+7,091
10
$9.94M 3.42%
107,935
-215
11
$8.94M 3.07%
165,290
-55,110
12
$8.21M 2.82%
303,955
+19,350
13
$8.03M 2.76%
113,337
+5,745
14
$8.03M 2.76%
63,262
-600
15
$7.88M 2.71%
+254,185
16
$7.28M 2.5%
318,873
+134,289
17
$7.04M 2.42%
33
18
$6.83M 2.35%
+74,410
19
$6.75M 2.32%
211,405
+1,945
20
$5.91M 2.03%
153,253
-8,777
21
$5.91M 2.03%
+173,670
22
$5.35M 1.84%
50,707
-20,408
23
$5.19M 1.78%
316,970
-1,735
24
$4.79M 1.65%
50,217
+80
25
$4.76M 1.64%
55,763
-175
1
2 3 4