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
$298M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$57.2K
3
+$14.7K
4
OEC icon
Orion
OEC
+$8.14K

Top Sells

1
+$3.3M
2
+$838K
3
+$156K
4
JNJ icon
Johnson & Johnson
JNJ
+$90.5K
5
MCD icon
McDonald's
MCD
+$86.2K

Sector Composition

1 Financials 15.55%
2 Energy 15.39%
3 Consumer Staples 13.31%
4 Healthcare 12.74%
5 Industrials 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 12.12%
137,493
-3,195
2
$15M 5.03%
111,871
-605
3
$14.7M 4.93%
105,119
-550
4
$13.5M 4.54%
37,110
-225
5
$12.9M 4.33%
313,849
-1,159
6
$12.8M 4.31%
95,730
-450
7
$11.9M 3.99%
55,689
-730
8
$11.6M 3.88%
452,157
-2,280
9
$10.7M 3.6%
291,159
-1,530
10
$10.5M 3.53%
75,543
-650
11
$10.3M 3.46%
117,625
-650
12
$10.2M 3.43%
115,433
-885
13
$8.68M 2.92%
224,365
-1,130
14
$7.07M 2.38%
85,890
-270
15
$6.99M 2.35%
156,015
16
$6.82M 2.29%
318,355
+380
17
$6.2M 2.08%
527,522
-2,906
18
$5.97M 2.01%
+63,755
19
$5.96M 2%
20,295
+50
20
$5.76M 1.93%
46,271
-287
21
$5.73M 1.92%
18
22
$5.67M 1.9%
83,888
-265
23
$5.65M 1.9%
46,400
-150
24
$5.22M 1.75%
198,280
-50
25
$5.15M 1.73%
37,517
-355
1
2 3