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
276
$2.97M 0.01%
40,639
-9,137
277
$2.96M 0.01%
42,130
-4,968
278
$2.92M 0.01%
38,524
279
– –
0
280
$2.91M 0.01%
27,781
+13,890
281
$2.85M 0.01%
81,082
+37,540
282
$2.84M 0.01%
42,787
283
$2.8M 0.01%
32,362
-502
284
$2.75M 0.01%
322,000
285
$2.7M 0.01%
9,547
+3,583
286
$2.69M 0.01%
4,851
287
$2.66M 0.01%
40,274
-72
288
$2.65M 0.01%
13,984
+7,840
289
$2.64M 0.01%
162,513
+103,448
290
$2.63M 0.01%
18,922
-4,513
291
– –
0
292
$2.58M 0.01%
24,970
-40
293
$2.57M 0.01%
339,000
294
$2.55M 0.01%
178,517
+129,062
295
$2.54M 0.01%
68,704
-7,313
296
$2.54M 0.01%
+23,388
297
$2.52M 0.01%
36,435
-7,500
298
$2.43M 0.01%
163,582
299
$2.43M 0.01%
14,238
-560
300
$2.43M 0.01%
32,780
+10
10 11
12
13 14