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
351
$1.08M 0.01%
5,605
-1,920
352
$1.07M 0.01%
18,900
-100
353
$1.06M 0.01%
23,700
+9,315
354
$1.06M 0.01%
5,726
+64
355
$1.06M 0.01%
18,131
356
$1M 0.01%
11,250
357
$1M 0.01%
12,585
+1,440
358
$995K 0.01%
9,360
359
$991K 0.01%
20,157
360
$976K 0.01%
59,864
+8,314
361
$965K 0.01%
24,640
362
$965K 0.01%
36,200
363
$944K 0.01%
925,925
364
$913K 0.01%
32,050
+25
365
$912K 0.01%
16,044
-2,013
366
$896K 0.01%
11,290
-1,180
367
$854K 0.01%
16,646
-112
368
$812K 0.01%
141,958
+19,850
369
$800K 0.01%
3,768
370
$784K 0.01%
22,363
371
$771K 0.01%
9,800
+475
372
$752K 0.01%
15,520
-15,000
373
$750K 0.01%
48,000
+19,000
374
$750K 0.01%
13,210
-1,739
375
$720K 0.01%
12,563
-300
13 14
15
16 17