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
326
$1.4M 0.01%
25,525
+750
327
$1.34M 0.01%
117,200
328
$1.32M 0.01%
6,136
329
$1.31M 0.01%
4,818
+66
330
$1.29M 0.01%
70,350
-3,665
331
$1.29M 0.01%
24,735
-303
332
$1.26M 0.01%
66,200
333
$1.26M 0.01%
10,900
334
$1.25M 0.01%
11,363
+460
335
$1.25M 0.01%
47,303
-1,958
336
$1.24M 0.01%
12,635
-1,215
337
$1.22M 0.01%
25,255
338
$1.2M 0.01%
38,000
339
$1.19M 0.01%
60,000
340
$1.17M 0.01%
75,000
341
$1.17M 0.01%
5,090
+595
342
$1.16M 0.01%
17,106
-325
343
$1.16M 0.01%
+21,084
344
$1.15M 0.01%
23,800
+1,800
345
$1.14M 0.01%
10,662
+4,595
346
$1.14M 0.01%
10,450
347
$1.13M 0.01%
18,872
348
$1.11M 0.01%
25,923
+5,423
349
$1.09M 0.01%
17,515
350
$1.08M 0.01%
22,546
-654
12 13
14
15 16