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
$445M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11.9M
3
+$11.1M
4
BOC icon
Boston Omaha
BOC
+$10.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.4M

Top Sells

1
+$4.83M
2
+$4.73M
3
+$3.87M
4
OEC icon
Orion
OEC
+$3.35M
5
WBD icon
Warner Bros
WBD
+$1.27M

Sector Composition

1 Financials 22.14%
2 Healthcare 15.88%
3 Industrials 13.52%
4 Energy 11.47%
5 Consumer Discretionary 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 7.28%
57,180
-627
2
$23.2M 5.22%
75,272
+30,280
3
$15.3M 3.43%
79,984
-1,720
4
$14.5M 3.26%
+5,912
5
$13.4M 3.02%
46,611
+5,377
6
$12.6M 2.83%
49,530
-1,053
7
$11.9M 2.68%
+317,156
8
$11.7M 2.62%
69,111
-1,100
9
$11.6M 2.61%
25
+11
10
$11.1M 2.49%
+54,939
11
$10.9M 2.44%
107,298
-1,086
12
$10.8M 2.43%
+457,405
13
$10.7M 2.4%
165,808
-3,072
14
$10.7M 2.4%
106,651
-2,547
15
$10.4M 2.34%
+100,080
16
$9.7M 2.18%
237,792
-7,850
17
$9.67M 2.17%
16,781
-419
18
$9.37M 2.1%
287,377
-1,303
19
$9.21M 2.07%
+345,598
20
$8.56M 1.92%
55,251
+211
21
$7.96M 1.79%
103,458
-2,722
22
$7.5M 1.68%
45,990
+13,346
23
$7.22M 1.62%
217,443
-343
24
$6.83M 1.53%
120,324
-3,525
25
$6.8M 1.53%
109,697
+92,707
1
2 3 4