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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

Sector Composition

1 Technology 26.45%
2 Industrials 19.96%
3 Healthcare 13.41%
4 Financials 9.08%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.36M 0.02%
20,945
-810
227
$4.35M 0.02%
+85,605
228
$4.32M 0.02%
442,025
229
$4.29M 0.02%
160,494
-1,232
230
$4.18M 0.02%
61,742
-1,220
231
$4.16M 0.02%
49,338
-285
232
– –
0
233
– –
0
234
$4.13M 0.02%
44,657
-501
235
– –
0
236
$4.09M 0.02%
36,409
-3,332
237
$4.04M 0.02%
24,855
+2,048
238
$3.98M 0.02%
61,641
-7,491
239
$3.98M 0.02%
24,573
+319
240
$3.85M 0.02%
46,670
-1,675
241
$3.83M 0.02%
73,135
-4,620
242
$3.78M 0.02%
188,795
243
– –
0
244
$3.69M 0.02%
71,754
+133
245
$3.66M 0.02%
134,031
+56,043
246
$3.63M 0.02%
99,126
-30,061
247
$3.56M 0.02%
64,018
+194
248
$3.56M 0.02%
+116,521
249
$3.55M 0.02%
13,759
-803
250
$3.54M 0.02%
119,607
-20,299
8 9
10
11 12