Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
1-Year Return
15.96%
This Quarter Return
+11.78%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$15.8B
AUM Growth
+$1.42B
(+9.9%)
Cap. Flow
-$120M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
539
New
27
Increased
155
Reduced
195
Closed
24
Top Buys
| 1 |
Oracle
ORCL
|
+$22.9M |
| 2 |
Xylem
XYL
|
+$20.2M |
| 3 |
Alcon
ALC
|
+$16.5M |
| 4 |
Sprout Social
SPT
|
+$14.4M |
| 5 |
IDEX
IEX
|
+$12.6M |
Top Sells
| 1 |
Adobe
ADBE
|
+$48.7M |
| 2 |
Apple
AAPL
|
+$34M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$33.9M |
| 4 |
Generac Holdings
GNRC
|
+$21.6M |
| 5 |
Kirby Corp
KEX
|
+$16.6M |
Sector Composition
| 1 | Technology | 22.53% |
| 2 | Healthcare | 18.51% |
| 3 | Industrials | 13.03% |
| 4 | Financials | 11.74% |
| 5 | Consumer Discretionary | 9.85% |
