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
$255M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$422K
3
+$187K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$100K
5
LECO icon
Lincoln Electric
LECO
+$41.8K

Top Sells

1
+$4.99M
2
+$1.92M
3
+$817K
4
XOM icon
Exxon Mobil
XOM
+$489K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$391K

Sector Composition

1 Financials 15.57%
2 Healthcare 14.08%
3 Energy 13.88%
4 Consumer Staples 13.11%
5 Industrials 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 10.36%
146,274
-1,155
2
$13.3M 5.21%
320,652
-3,507
3
$12.3M 4.83%
38,175
-355
4
$11.7M 4.6%
107,019
-900
5
$11.7M 4.58%
114,841
-400
6
$11.4M 4.48%
55,979
-1,915
7
$10.5M 4.12%
98,010
-650
8
$10M 3.94%
77,848
-280
9
$9.41M 3.69%
458,445
-729
10
$9.18M 3.6%
295,524
-1,950
11
$8.87M 3.48%
120,360
-650
12
$8.51M 3.34%
129,358
+33,890
13
$8.05M 3.16%
318,550
+7,405
14
$6.99M 2.74%
230,380
-680
15
$6.84M 2.68%
86,745
+530
16
$6.75M 2.65%
445,433
+105
17
$5.81M 2.28%
19
-1
18
$5.53M 2.17%
156,865
-54,475
19
$5.32M 2.09%
85,023
-13,065
20
$5.12M 2.01%
47,081
+3,875
21
$4.56M 1.79%
20,370
-100
22
$4.46M 1.75%
46,710
-300
23
$4.36M 1.71%
199,461
-13,622
24
$3.79M 1.49%
38,347
-100
25
$3.73M 1.46%
20,998
-365
1
2 3