Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.3B
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$39.3M
3
+$30.5M
4
BURL icon
Burlington
BURL
+$23.8M
5
CUBE icon
CubeSmart
CUBE
+$19.5M

Top Sells

1
+$52.2M
2
+$38.4M
3
+$27.2M
4
TDY icon
Teledyne Technologies
TDY
+$22.7M
5
AAPL icon
Apple
AAPL
+$20.8M

Sector Composition

1 Healthcare 18.28%
2 Technology 14.9%
3 Financials 13.63%
4 Industrials 13.2%
5 Consumer Discretionary 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.36M 0.06%
136,165
-180,665
227
$6.36M 0.06%
248,339
-1
228
$6.31M 0.06%
178,015
-342,570
229
$6.29M 0.06%
84,744
-2,400
230
$6.27M 0.06%
177,809
-34,148
231
$6.2M 0.06%
175,279
-5,182
232
$6.15M 0.06%
76,477
-10,400
233
$6.12M 0.06%
186,150
234
$5.93M 0.06%
170,545
-211,545
235
$5.84M 0.06%
780,271
+595,271
236
$5.82M 0.06%
106,600
237
$5.8M 0.06%
70,468
-88
238
$5.67M 0.06%
153,794
-52,015
239
$5.41M 0.05%
445,690
-311,280
240
$5.36M 0.05%
109,285
-2,438
241
$5.32M 0.05%
+133,965
242
$5.19M 0.05%
103,810
-13,300
243
$5.13M 0.05%
377,151
-117,583
244
$5.11M 0.05%
86,267
+53,133
245
$5.07M 0.05%
141,554
-118,475
246
$5M 0.05%
99,788
-2,141
247
$4.94M 0.05%
348,243
-133,636
248
$4.84M 0.05%
590,846
+298,346
249
$4.77M 0.05%
281,534
-29,653
250
$4.67M 0.05%
344,530
-15,055
8 9
10
11 12