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
$296M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.28M
3
+$847K
4
HZO icon
MarineMax
HZO
+$764K
5
CFR icon
Cullen/Frost Bankers
CFR
+$156K

Top Sells

1
+$6.75M
2
+$4.42M
3
+$4.03M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.75M
5
BUD icon
AB InBev
BUD
+$3.02M

Sector Composition

1 Financials 22.56%
2 Energy 21.04%
3 Healthcare 14.97%
4 Industrials 11.76%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.2M 15.25%
57,807
-8,643
2
$15.4M 5.2%
81,704
-5,190
3
$13.9M 4.69%
44,992
-1,815
4
$12.6M 4.25%
245,642
-275
5
$12.1M 4.1%
168,880
-6,940
6
$11.7M 3.95%
50,583
-1,898
7
$11.3M 3.81%
108,384
-4,275
8
$10.1M 3.42%
70,211
-3,350
9
$9.89M 3.34%
41,234
10
$9.72M 3.28%
55,040
-2,350
11
$9.49M 3.2%
109,198
+26,209
12
$9.47M 3.2%
17,200
-655
13
$9.08M 3.07%
288,680
-69,809
14
$7.92M 2.67%
106,180
-1,604
15
$7.11M 2.4%
53,213
+1,170
16
$6.9M 2.33%
123,441
-300
17
$6.61M 2.23%
123,849
+2,925
18
$6.56M 2.22%
14
-8
19
$6.08M 2.05%
81,430
+925
20
$5.97M 2.01%
217,786
+30,910
21
$5.86M 1.98%
32,644
-1,755
22
$5.73M 1.93%
32,694
-125
23
$5.7M 1.92%
29,921
-500
24
$5.17M 1.75%
166,935
-5,960
25
$4.93M 1.66%
57,396
-3,505
1
2 3