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
$14.4B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$45.2M
3
+$42.2M
4
KO icon
Coca-Cola
KO
+$23.6M
5
ALC icon
Alcon
ALC
+$17.2M

Top Sells

1
+$42.1M
2
+$18.6M
3
+$14.3M
4
PFE icon
Pfizer
PFE
+$14.3M
5
SWK icon
Stanley Black & Decker
SWK
+$12.9M

Sector Composition

1 Technology 22.67%
2 Healthcare 17.58%
3 Financials 12.78%
4 Industrials 12.45%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.45M 0.01%
3,270
277
$1.44M 0.01%
51,853
-5,938
278
$1.43M 0.01%
77,450
+5,895
279
$1.42M 0.01%
13,300
280
$1.41M 0.01%
14,632
-880
281
$1.41M 0.01%
4,771
282
$1.41M 0.01%
4,264
283
$1.4M 0.01%
110,520
+35,300
284
$1.4M 0.01%
17,175
-9,715
285
$1.38M 0.01%
10,936
-2,449
286
$1.36M 0.01%
39,395
287
– –
0
288
$1.34M 0.01%
109,893
-29,355
289
– –
0
290
$1.31M 0.01%
+34,835
291
– –
0
292
$1.3M 0.01%
11,250
293
$1.3M 0.01%
11,375
-180
294
$1.3M 0.01%
41,710
295
$1.29M 0.01%
38,145
-843
296
$1.28M 0.01%
3,873
297
– –
0
298
$1.25M 0.01%
32,304
299
$1.24M 0.01%
4,260
+10
300
$1.23M 0.01%
15,575
10 11
12
13 14