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
301
– –
0
302
$2.33M 0.01%
206,329
303
– –
0
304
$2.28M 0.01%
53,433
-513
305
$2.25M 0.01%
96,772
-1,627
306
$2.23M 0.01%
14,177
-2,833
307
$2.16M 0.01%
14,700
308
$2.16M 0.01%
16,607
-102
309
– –
0
310
$2.06M 0.01%
3,639
-22
311
$2.03M 0.01%
1,433
-6
312
$2.03M 0.01%
35,143
-6,211
313
$1.99M 0.01%
13,837
-870
314
$1.94M 0.01%
4,728
-155
315
$1.93M 0.01%
53,519
-7,151
316
$1.93M 0.01%
13,708
-29
317
$1.92M 0.01%
13,505
-3,944
318
$1.91M 0.01%
61,148
-3,573
319
$1.88M 0.01%
28,600
-12,303
320
$1.87M 0.01%
11,055
-2,671
321
$1.86M 0.01%
11,170
+571
322
$1.86M 0.01%
1,029,252
323
$1.85M 0.01%
5,482
-10
324
$1.83M 0.01%
35,086
-3,023
325
$1.8M 0.01%
41,710
-42
11 12
13
14 15