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
$12B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$34.3M
3
+$21M
4
VFC icon
VF Corp
VFC
+$18.8M
5
ZION icon
Zions Bancorporation
ZION
+$18.8M

Top Sells

1
+$68.8M
2
+$67M
3
+$42.7M
4
WFC icon
Wells Fargo
WFC
+$36.5M
5
BFH icon
Bread Financial
BFH
+$36.5M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.7%
3 Technology 16.2%
4 Industrials 11.67%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.2M 0.02%
32,945
-1,678
277
$2.18M 0.02%
43,406
-7,100
278
$2.18M 0.02%
75,315
-25,896
279
$2.18M 0.02%
42,345
+460
280
$2.17M 0.02%
29,868
-880
281
$2.16M 0.02%
70,350
-38,255
282
$2.12M 0.02%
55,748
+2,950
283
$2.08M 0.02%
33,311
-69,586
284
$2.05M 0.02%
20,780
-1,720
285
$2M 0.02%
53,090
+8,245
286
$1.99M 0.02%
131,920
-22,214
287
$1.97M 0.02%
76,305
+54,745
288
$1.95M 0.02%
+49,950
289
$1.95M 0.02%
8,126
-100
290
$1.93M 0.02%
15,575
-45,000
291
$1.93M 0.02%
64,405
292
$1.92M 0.02%
129,795
+27,225
293
$1.89M 0.02%
64,055
-3,780
294
$1.87M 0.02%
12,412
+2,460
295
$1.83M 0.02%
9,695
+255
296
$1.82M 0.02%
29,144
+2,438
297
$1.72M 0.01%
23,664
+1,500
298
$1.71M 0.01%
61,591
+1,191
299
$1.69M 0.01%
11,493
+206
300
$1.67M 0.01%
12,209
+1,057
10 11
12
13 14