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
$281M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$16.9K
2
+$7.95K

Top Sells

1
+$8.91M
2
+$2.23M
3
+$2M
4
DIS icon
Walt Disney
DIS
+$1.83M
5
WGO icon
Winnebago Industries
WGO
+$1.65M

Sector Composition

1 Energy 16.48%
2 Financials 14.42%
3 Industrials 12.8%
4 Healthcare 12.24%
5 Consumer Staples 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36M 12.85%
155,529
-38,421
2
$13M 4.63%
38,700
-1,145
3
$11.7M 4.17%
118,551
-15,005
4
$11.4M 4.05%
108,429
-17,415
5
$11.2M 3.98%
324,833
-1,165
6
$10.9M 3.88%
58,381
-11,934
7
$9.86M 3.51%
454,474
-75,095
8
$9.67M 3.45%
313,490
-43,975
9
$9.62M 3.43%
95,433
-10,145
10
$9.54M 3.4%
78,608
-12,575
11
$9.26M 3.3%
99,455
-5,005
12
$7.87M 2.8%
120,530
-18,545
13
$7.69M 2.74%
211,029
-33,982
14
$7.55M 2.69%
264,609
-37,710
15
$7.49M 2.67%
85,325
-230
16
$6.88M 2.45%
97,163
-14,984
17
$6.45M 2.3%
228,895
-37,835
18
$6.25M 2.23%
211,840
-790
19
$5.36M 1.91%
19
20
$5.33M 1.9%
105,940
-1,575
21
$5.05M 1.8%
39,921
-70
22
$4.98M 1.77%
46,988
+75
23
$4.97M 1.77%
38,477
-90
24
$4.9M 1.75%
74,495
-8,180
25
$4.87M 1.74%
152,755
-29,020
1
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