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
$12.2B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.6M
3
+$24.8M
4
BAC icon
Bank of America
BAC
+$18.9M
5
JPM icon
JPMorgan Chase
JPM
+$16.7M

Top Sells

1
+$58.5M
2
+$17.6M
3
+$16.9M
4
BALL icon
Ball Corp
BALL
+$16.8M
5
BFH icon
Bread Financial
BFH
+$14.9M

Sector Composition

1 Financials 16.83%
2 Healthcare 16.44%
3 Technology 14.97%
4 Industrials 10.99%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.98M 0.02%
101,211
+1,175
252
$2.93M 0.02%
22,500
253
$2.91M 0.02%
32,725
-3,065
254
$2.89M 0.02%
47,584
+6,133
255
$2.84M 0.02%
34,211
+274
256
$2.81M 0.02%
+50,000
257
$2.81M 0.02%
81,200
258
$2.79M 0.02%
154,134
-14,886
259
$2.75M 0.02%
88,660
260
$2.74M 0.02%
23,406
+20,585
261
$2.7M 0.02%
56,224
-6,650
262
$2.67M 0.02%
54,440
263
$2.65M 0.02%
16,195
-805
264
$2.64M 0.02%
20,835
-4,535
265
$2.61M 0.02%
95,605
-1,300
266
$2.59M 0.02%
35,727
-75
267
$2.54M 0.02%
38,097
+1,550
268
$2.44M 0.02%
171,970
+55,225
269
$2.4M 0.02%
7,136
+6,137
270
$2.36M 0.02%
21,550
+838
271
$2.34M 0.02%
25,298
-15,005
272
$2.33M 0.02%
58,122
+4,220
273
$2.32M 0.02%
+74,450
274
$2.32M 0.02%
34,623
-310
275
$2.31M 0.02%
+56,386
9 10
11
12 13