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
$180M
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.81M
3
+$1.74M
4
BUD icon
AB InBev
BUD
+$29.3K
5
OEC icon
Orion
OEC
+$27K

Top Sells

1
+$9.89M
2
+$6.59M
3
+$3.52M
4
XOM icon
Exxon Mobil
XOM
+$1.81M
5
TMO icon
Thermo Fisher Scientific
TMO
+$397K

Sector Composition

1 Financials 18.99%
2 Healthcare 17.47%
3 Industrials 14.11%
4 Energy 11.06%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 9.06%
128,517
+30
2
$9.24M 5.14%
50,535
+86
3
$9.16M 5.1%
387,013
+561
4
$8.87M 4.93%
286,450
+432
5
$8.77M 4.88%
90,749
+100
6
$8.42M 4.69%
64,228
+75
7
$8.33M 4.64%
102,240
+120
8
$7.3M 4.06%
55,085
-26,545
9
$6.78M 3.77%
43,006
-41,800
10
$6.41M 3.57%
85,723
+23,340
11
$5.44M 3.03%
130,040
-200
12
$5.31M 2.96%
77,010
+140
13
$5.29M 2.94%
41,595
14
$5.25M 2.92%
18,520
-1,400
15
$4.75M 2.64%
31,865
-890
16
$4.39M 2.44%
99,528
+665
17
$4.32M 2.41%
457,072
+1,300
18
$4.08M 2.27%
15
19
$3.69M 2.05%
34,122
20
$3.21M 1.79%
19,428
21
$3.1M 1.73%
55,575
+135
22
$2.92M 1.63%
172,560
+690
23
$2.83M 1.57%
39,005
+100
24
$2.75M 1.53%
35,494
25
$2.56M 1.42%
200,680
+1,550
1
2 3