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
$14.4B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$45.2M
3
+$42.2M
4
KO icon
Coca-Cola
KO
+$23.6M
5
ALC icon
Alcon
ALC
+$17.2M

Top Sells

1
+$42.1M
2
+$18.6M
3
+$14.3M
4
PFE icon
Pfizer
PFE
+$14.3M
5
SWK icon
Stanley Black & Decker
SWK
+$12.9M

Sector Composition

1 Technology 22.67%
2 Healthcare 17.58%
3 Financials 12.78%
4 Industrials 12.45%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
0
227
$2.32M 0.02%
63,465
-1,500
228
$2.31M 0.02%
46,380
229
$2.3M 0.02%
242,400
+86,400
230
$2.28M 0.02%
122,785
-9,445
231
$2.18M 0.02%
50,990
-3,975
232
$2.18M 0.02%
+60,035
233
$2.17M 0.02%
70,272
-9,419
234
$2.15M 0.01%
+37,770
235
$2.14M 0.01%
72,105
-3,635
236
$2.14M 0.01%
121,084
-9,159
237
$2.1M 0.01%
+77,095
238
$2.08M 0.01%
23,920
-345
239
$2.07M 0.01%
34,185
-365
240
$2.07M 0.01%
31,280
+8,660
241
$1.96M 0.01%
30,189
-8,666
242
$1.95M 0.01%
35,628
-17,700
243
$1.94M 0.01%
17,401
+849
244
$1.91M 0.01%
19,940
+7,870
245
$1.9M 0.01%
200,428
246
$1.87M 0.01%
52,320
+13,415
247
$1.8M 0.01%
8,372
-325
248
$1.78M 0.01%
366,996
+196,985
249
$1.77M 0.01%
162,025
+91,385
250
$1.76M 0.01%
291,000
+13,000
8 9
10
11 12