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
$12.2B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.6M
3
+$24.8M
4
BAC icon
Bank of America
BAC
+$18.9M
5
JPM icon
JPMorgan Chase
JPM
+$16.7M

Top Sells

1
+$58.5M
2
+$17.6M
3
+$16.9M
4
BALL icon
Ball Corp
BALL
+$16.8M
5
BFH icon
Bread Financial
BFH
+$14.9M

Sector Composition

1 Financials 16.83%
2 Healthcare 16.44%
3 Technology 14.97%
4 Industrials 10.99%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.45M 0.01%
12,954
+434
327
$1.44M 0.01%
206,900
328
$1.43M 0.01%
18,057
+6,619
329
$1.43M 0.01%
6,425
-9,670
330
$1.4M 0.01%
15,105
-50
331
$1.39M 0.01%
11,250
332
$1.39M 0.01%
26,880
-7,935
333
$1.36M 0.01%
43,827
-2,454
334
$1.33M 0.01%
13,495
+2,873
335
$1.33M 0.01%
22,119
+10,633
336
$1.3M 0.01%
15,784
337
$1.3M 0.01%
16,255
+9,399
338
$1.29M 0.01%
20,090
-43,110
339
$1.28M 0.01%
52,460
340
$1.28M 0.01%
21,552
-975
341
$1.24M 0.01%
39,800
342
$1.24M 0.01%
+60,000
343
$1.19M 0.01%
46,863
+949
344
$1.19M 0.01%
69,528
+462
345
$1.15M 0.01%
12,805
+105
346
$1.15M 0.01%
15,045
+7,285
347
$1.15M 0.01%
10,440
-14,285
348
$1.12M 0.01%
31,851
349
$1.08M 0.01%
66,649
+14,099
350
$1.07M 0.01%
12,588
12 13
14
15 16