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
$280M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$88.4K
3
+$56.5K

Top Sells

1
+$1.44M
2
+$1.09M
3
+$320K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K
5
MSFT icon
Microsoft
MSFT
+$279K

Sector Composition

1 Energy 16.54%
2 Financials 14.83%
3 Healthcare 13.28%
4 Consumer Staples 12.84%
5 Industrials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.3M 12.96%
140,688
-5,586
2
$14.2M 5.09%
37,335
-840
3
$13.3M 4.74%
112,476
-2,365
4
$12.7M 4.53%
315,008
-5,644
5
$11.7M 4.19%
105,669
-1,350
6
$11.3M 4.05%
454,437
-4,008
7
$11.3M 4.05%
56,419
+440
8
$11M 3.94%
96,180
-1,830
9
$10.7M 3.8%
76,193
-1,655
10
$9.77M 3.49%
116,318
-13,040
11
$9.52M 3.4%
292,689
-2,835
12
$9.24M 3.3%
118,275
-2,085
13
$8.11M 2.9%
225,495
-4,885
14
$7.23M 2.58%
86,160
-585
15
$6.36M 2.27%
530,428
+84,995
16
$6.04M 2.16%
317,975
-575
17
$5.74M 2.05%
46,558
-523
18
$5.54M 1.98%
156,015
-850
19
$5.54M 1.98%
20,245
-125
20
$5.47M 1.95%
84,153
-870
21
$5.42M 1.94%
18
-1
22
$5.4M 1.93%
46,550
-160
23
$5.22M 1.87%
198,330
-1,131
24
$4.48M 1.6%
37,872
-475
25
$4.07M 1.45%
143,540
-420
1
2 3