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
326
$956K 0.01%
+3,995
327
$947K 0.01%
9,345
-14,320
328
$932K 0.01%
26,532
-1,380
329
$932K 0.01%
7,745
-400
330
$927K 0.01%
58,850
331
– –
0
332
$892K 0.01%
545,454
-3,000
333
$882K 0.01%
200,400
334
$880K 0.01%
47,674
335
$875K 0.01%
4,500
336
$861K 0.01%
15,200
+3,000
337
$860K 0.01%
4,350
-855
338
$856K 0.01%
3,090
-1,260
339
$850K 0.01%
16,405
-725
340
$850K 0.01%
15,300
-112,140
341
$848K 0.01%
11,295
-445
342
$841K 0.01%
66,000
343
– –
0
344
$826K 0.01%
24,186
345
$802K 0.01%
+15,000
346
$779K 0.01%
90,550
347
$765K 0.01%
9,025
348
$763K 0.01%
9,000
349
– –
0
350
$759K 0.01%
16,539
-453
12 13
14
15 16