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
$528M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$5.39M
3
+$3.82M
4
HD icon
Home Depot
HD
+$614K
5
AAPL icon
Apple
AAPL
+$472K

Top Sells

1
+$7.18M
2
+$3.4M
3
+$2.37M
4
BAM icon
Brookfield Asset Management
BAM
+$2.04M
5
CPRT icon
Copart
CPRT
+$1.94M

Sector Composition

1 Financials 24.94%
2 Healthcare 17.15%
3 Energy 12.57%
4 Industrials 11.49%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.9M 6.23%
56,808
+54
2
$31.8M 6.03%
75,622
-1,140
3
$19.1M 3.62%
76,276
-643
4
$19M 3.61%
45,090
-534
5
$18.2M 3.46%
5,788
-158
6
$17.6M 3.33%
107,508
-2,019
7
$17.4M 3.31%
52,294
-288
8
$16.6M 3.15%
287,199
-33,461
9
$15.1M 2.87%
99,435
-663
10
$14.9M 2.83%
55,158
-163
11
$14.6M 2.77%
23
12
$14.2M 2.68%
27,297
+13
13
$13.9M 2.63%
161,613
-3,038
14
$13.8M 2.62%
54,012
-13,299
15
$12.9M 2.45%
347,529
-2,117
16
$12.6M 2.39%
103,177
-1,441
17
$10.9M 2.06%
203,863
+71,484
18
$9.75M 1.85%
50,153
+619
19
$9.66M 1.83%
16,619
-236
20
$9.62M 1.82%
+101,676
21
$9.52M 1.8%
227,425
-35,725
22
$8.84M 1.68%
100,251
-462
23
$8.49M 1.61%
53,363
-410
24
$8.2M 1.55%
107,998
-278
25
$7.82M 1.48%
125,202
+12
1
2 3 4