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
251
$3.54M 0.02%
9,169
+672
252
– –
0
253
$3.52M 0.02%
80,251
-3,575
254
$3.5M 0.02%
232,458
255
$3.48M 0.02%
60,618
-444
256
$3.46M 0.02%
400,327
257
$3.44M 0.02%
7,595
-970
258
$3.37M 0.02%
45,657
259
$3.29M 0.02%
68,825
+2,844
260
$3.28M 0.02%
560,000
261
$3.25M 0.02%
62,428
-68,243
262
$3.22M 0.02%
59,069
+14,381
263
$3.22M 0.02%
162,141
-50,562
264
$3.21M 0.02%
72,224
+872
265
$3.19M 0.02%
59,763
-2,000
266
$3.17M 0.02%
3,138
267
$3.17M 0.02%
24,270
-2,312
268
$3.16M 0.02%
11,274
-1,178
269
$3.13M 0.02%
33,534
270
$3.12M 0.02%
52,300
271
$3.08M 0.01%
110,700
+19,828
272
$3.06M 0.01%
113,776
-10,500
273
$3.06M 0.01%
243,740
274
$3.05M 0.01%
80,941
-22,500
275
$3.03M 0.01%
66,912
-27
9 10
11
12 13