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
301
$1.92M 0.02%
41,358
-53,103
302
$1.89M 0.02%
20,971
+4,640
303
$1.88M 0.02%
39,762
-50
304
$1.87M 0.02%
152,000
+70,000
305
$1.87M 0.02%
29,890
306
$1.85M 0.02%
60,745
307
$1.84M 0.02%
32,373
-10,560
308
$1.84M 0.02%
17,805
-12,921
309
$1.77M 0.02%
55,868
-12,235
310
$1.76M 0.02%
12,206
-1,822
311
$1.73M 0.02%
9,853
+305
312
$1.73M 0.02%
58,375
-6,506
313
$1.72M 0.02%
77,535
-4,100
314
$1.71M 0.02%
120,875
315
$1.65M 0.02%
43,757
-17,500
316
$1.62M 0.02%
62,690
-186,570
317
$1.57M 0.02%
48,310
-7,500
318
$1.51M 0.01%
10,450
-871
319
$1.51M 0.01%
45,614
-272,977
320
$1.49M 0.01%
154,181
321
$1.48M 0.01%
12,745
-350
322
$1.47M 0.01%
37,714
+1,531
323
$1.46M 0.01%
12,585
-46,677
324
$1.41M 0.01%
35,731
-3,297
325
$1.41M 0.01%
12,858
11 12
13
14 15