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
301
$1.22M 0.01%
6,631
-1,973
302
$1.2M 0.01%
+4,234
303
$1.19M 0.01%
13,438
-200
304
– –
0
305
$1.17M 0.01%
170,000
+15,000
306
$1.17M 0.01%
44,730
-1,566
307
$1.17M 0.01%
26,435
-1,145
308
$1.14M 0.01%
+7,815
309
$1.14M 0.01%
82,483
-10,000
310
$1.12M 0.01%
11,960
-2,500
311
$1.1M 0.01%
140,000
+54,000
312
– –
0
313
$1.08M 0.01%
36,850
-930
314
$1.07M 0.01%
680,000
315
$1.07M 0.01%
130,645
-43,357
316
$1.07M 0.01%
13,170
-12,565
317
– –
0
318
$1.05M 0.01%
9,194
-400
319
$1.04M 0.01%
18,635
-740
320
$1.03M 0.01%
2,014
321
$1.02M 0.01%
42,768
322
$1.02M 0.01%
3,767
-673
323
$1.01M 0.01%
+39,300
324
$989K 0.01%
82,820
-64,965
325
$987K 0.01%
3,595
11 12
13
14 15