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
326
$1.8M 0.01%
80,000
+3,000
327
$1.73M 0.01%
16,954
-30
328
$1.72M 0.01%
34,766
-734
329
$1.71M 0.01%
6,575
-372
330
$1.7M 0.01%
8,429
331
$1.7M 0.01%
13,950
+414
332
$1.7M 0.01%
9,755
-46
333
$1.69M 0.01%
+15,071
334
$1.68M 0.01%
32,496
335
$1.66M 0.01%
15,415
-13,173
336
$1.66M 0.01%
23,000
-169
337
– –
0
338
$1.63M 0.01%
44,389
-314,873
339
$1.63M 0.01%
12,911
+528
340
$1.63M 0.01%
2,007
+1,550
341
$1.63M 0.01%
7,195
-768
342
$1.62M 0.01%
9,798
-2,536
343
– –
0
344
$1.55M 0.01%
9,655
-111
345
$1.55M 0.01%
6,220
-150
346
$1.54M 0.01%
22,611
+1,581
347
$1.53M 0.01%
23,275
+225
348
$1.52M 0.01%
43,643
+30,428
349
$1.48M 0.01%
15,274
-1,980
350
$1.48M 0.01%
14,254
-100
12 13
14
15 16