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
$224M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$381K
3
+$229K
4
KO icon
Coca-Cola
KO
+$225K
5
T icon
AT&T
T
+$211K

Top Sells

1
+$118K
2
+$79.2K
3
+$44.7K
4
PG icon
Procter & Gamble
PG
+$41.7K
5
LECO icon
Lincoln Electric
LECO
+$41.4K

Sector Composition

1 Financials 17.82%
2 Healthcare 16.1%
3 Industrials 14.25%
4 Energy 12.93%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 8.61%
128,217
-150
2
$11.2M 4.99%
90,134
-165
3
$10.7M 4.76%
101,165
-750
4
$10.7M 4.76%
50,134
-210
5
$10.3M 4.61%
297,079
+10,945
6
$10.2M 4.56%
384,892
-956
7
$9.5M 4.24%
63,793
-60
8
$9.03M 4.03%
42,921
9
$8.08M 3.61%
18,310
-60
10
$7.86M 3.51%
54,855
-125
11
$7.5M 3.35%
41,500
-40
12
$7.03M 3.13%
76,355
-450
13
$6.78M 3.02%
671,577
-1,280
14
$6.08M 2.71%
117,243
+113,883
15
$5.4M 2.41%
85,433
-50
16
$5.33M 2.38%
98,878
-600
17
$5.25M 2.34%
31,795
-50
18
$5.17M 2.3%
129,490
19
$4.9M 2.19%
171,850
-610
20
$4.8M 2.14%
15
21
$4.59M 2.05%
33,847
-200
22
$4.25M 1.9%
19,358
-70
23
$3.82M 1.7%
194,320
-5,975
24
$3.77M 1.68%
35,444
-50
25
$3.58M 1.6%
56,035
+150
1
2 3