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
$311M
AUM Growth
-$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$215K

Top Sells

1
+$3.91M
2
+$1.53M
3
+$1.41M
4
BA icon
Boeing
BA
+$958K
5
MSFT icon
Microsoft
MSFT
+$925K

Sector Composition

1 Financials 16.28%
2 Energy 12.54%
3 Healthcare 12.3%
4 Consumer Staples 12%
5 Industrials 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 9.39%
196,059
-26,238
2
$14.1M 4.52%
70,904
-2,067
3
$13.4M 4.31%
124,519
-1,005
4
$12.7M 4.08%
90,838
+1,538
5
$12.1M 3.9%
519,974
-36,088
6
$12.1M 3.88%
40,945
-3,250
7
$11.6M 3.73%
103,928
-6,802
8
$11.4M 3.67%
133,446
-10,814
9
$11.2M 3.61%
326,641
-25,745
10
$10.4M 3.36%
91,985
-675
11
$9.51M 3.06%
288,909
-21,906
12
$9.15M 2.94%
357,335
-25,255
13
$8.78M 2.82%
138,675
-7,010
14
$8.64M 2.78%
245,103
-17,786
15
$8.63M 2.78%
267,340
-16,060
16
$8.03M 2.58%
112,097
-8,295
17
$7.82M 2.51%
85,365
-7,175
18
$7.5M 2.41%
184,285
-13,395
19
$7.16M 2.3%
128,850
-2,175
20
$6.83M 2.2%
218,920
-26,100
21
$6.31M 2.03%
231,170
-21,000
22
$6.03M 1.94%
83,390
-21,115
23
$5.67M 1.82%
107,110
-9,890
24
$5.01M 1.61%
40,006
-4,365
25
$4.95M 1.59%
38,577
-3,300
1
2 3