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
$318M
AUM Growth
-$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$73.3K
2
+$70.3K
3
+$54.9K
4
BUD icon
AB InBev
BUD
+$36K
5
LUMN icon
Lumen
LUMN
+$33.8K

Top Sells

1
+$241K
2
+$196K
3
+$146K
4
TPL icon
Texas Pacific Land
TPL
+$110K
5
HSY icon
Hershey
HSY
+$71.1K

Sector Composition

1 Financials 23.94%
2 Healthcare 15.37%
3 Energy 15.15%
4 Industrials 10.97%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.7M 10.29%
72,516
-243
2
$16.6M 5.22%
47,027
-555
3
$16.5M 5.18%
359,878
-3,194
4
$16.3M 5.14%
93,454
-1,382
5
$13.9M 4.39%
269,467
-500
6
$12.7M 4%
41,239
-68
7
$11.6M 3.65%
53,518
-328
8
$11.4M 3.6%
177,545
-503
9
$11.3M 3.57%
82,639
-60
10
$11.1M 3.49%
62,590
+123
11
$10.9M 3.43%
18,430
+93
12
$10.2M 3.2%
73,879
-251
13
$9.79M 3.08%
113,384
+5
14
$8.95M 2.82%
108,407
-253
15
$7.52M 2.37%
54,333
+223
16
$7.41M 2.33%
14
17
$6.9M 2.17%
184,026
+835
18
$6.63M 2.09%
174,900
-1,149
19
$6.59M 2.08%
606,102
+2,125
20
$6.3M 1.98%
559,159
+3,000
21
$6.08M 1.91%
33,109
+65
22
$5.82M 1.83%
30,406
+122
23
$5.67M 1.78%
34,797
+15
24
$5.55M 1.75%
122,199
+585
25
$5M 1.57%
127,057
-600
1
2 3