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
276
$2.31M 0.02%
82,699
+9,399
277
$2.31M 0.02%
1,328
+87
278
$2.31M 0.02%
113,540
+49,000
279
$2.26M 0.02%
41,885
-466
280
$2.2M 0.02%
68,995
+30,595
281
$2.17M 0.02%
86,330
+67,330
282
$2.15M 0.02%
30,748
-390
283
$2.15M 0.02%
52,798
+2,660
284
$2.13M 0.02%
336,445
-29,880
285
$2.12M 0.02%
38,370
-265
286
$2.12M 0.02%
46,185
287
$2.12M 0.02%
89,850
-8,950
288
$2.1M 0.02%
28,094
-366
289
$2.05M 0.02%
8,226
-1,150
290
$2.04M 0.02%
+26,910
291
$2.04M 0.02%
45,030
-750
292
$2.01M 0.02%
+67,835
293
$2M 0.02%
30,095
294
$1.98M 0.02%
235,635
-46,395
295
$1.98M 0.02%
45,050
-4,000
296
$1.95M 0.02%
67,950
297
$1.93M 0.02%
+60,400
298
$1.91M 0.02%
26,706
+10,386
299
$1.9M 0.02%
38,020
-63,550
300
$1.9M 0.02%
8,145
-4,240
10 11
12
13 14