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
$284M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$146K
2
+$50.1K
3
+$44.8K
4
GIL icon
Gildan
GIL
+$32.5K
5
DEO icon
Diageo
DEO
+$18.7K

Top Sells

1
+$1.63M
2
+$1.57M
3
+$690K
4
BUD icon
AB InBev
BUD
+$464K
5
LEG icon
Leggett & Platt
LEG
+$201K

Sector Composition

1 Financials 22.93%
2 Energy 18.78%
3 Healthcare 16.18%
4 Industrials 10.18%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.4M 13.85%
66,450
-2,655
2
$14.9M 5.23%
86,894
-895
3
$12.5M 4.4%
46,807
+545
4
$11.8M 4.17%
358,489
-881
5
$11.6M 4.07%
52,481
-632
6
$10.8M 3.78%
245,917
-100
7
$9.88M 3.48%
175,820
-150
8
$9.6M 3.38%
41,234
-15
9
$9.38M 3.3%
57,390
-100
10
$9.25M 3.25%
73,561
-128
11
$9.09M 3.2%
112,659
+125
12
$9.06M 3.19%
17,855
-85
13
$8.94M 3.14%
22
-4
14
$7.83M 2.75%
82,989
+475
15
$7.19M 2.53%
107,784
16
$6.88M 2.42%
52,043
+60
17
$6.66M 2.34%
80,505
+605
18
$5.7M 2.01%
120,924
19
$5.28M 1.86%
186,876
+1,150
20
$5.18M 1.82%
32,819
21
$4.95M 1.74%
123,741
-2,300
22
$4.94M 1.74%
34,399
+120
23
$4.94M 1.74%
172,895
-1,145
24
$4.42M 1.55%
518,192
-81,020
25
$4.03M 1.42%
552,834
-1,150
1
2 3