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
276
$3.2M 0.03%
58,850
277
$2.93M 0.03%
15
278
$2.87M 0.03%
21,950
+5,702
279
$2.84M 0.03%
144,037
+121,537
280
$2.68M 0.03%
47,212
+4,322
281
$2.62M 0.03%
42,313
+48
282
$2.62M 0.03%
215,750
-61,700
283
$2.61M 0.03%
49,820
284
$2.55M 0.02%
89,562
-2,166
285
$2.53M 0.02%
13,203
-2,157
286
$2.44M 0.02%
32,260
287
$2.44M 0.02%
123,250
-7,125
288
$2.42M 0.02%
45,490
+4,440
289
$2.42M 0.02%
88,535
+20,500
290
$2.41M 0.02%
24,510
-288
291
$2.4M 0.02%
24,393
-396
292
$2.38M 0.02%
22,705
293
$2.15M 0.02%
177,838
+2,338
294
$2.13M 0.02%
54,294
295
$2.12M 0.02%
74,634
-1,970
296
$2.07M 0.02%
16,848
-34,598
297
$2.04M 0.02%
+84,338
298
$2.01M 0.02%
14,460
+1,630
299
$1.99M 0.02%
40,259
-4,930
300
$1.99M 0.02%
103,675
10 11
12
13 14