Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
1-Year Return
15.96%
This Quarter Return
+1.14%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$10.1B
AUM Growth
-$600M
(-5.6%)
Cap. Flow
-$586M
Cap. Flow
% of AUM
-5.82%
Top 10 Holdings %
Top 10 Hldgs %
19.34%
Holding
553
New
32
Increased
134
Reduced
258
Closed
46
Top Buys
| 1 |
Zoetis
ZTS
|
+$20M |
| 2 |
Visa
V
|
+$19.2M |
| 3 |
Microsoft
MSFT
|
+$14.9M |
| 4 |
Ecolab
ECL
|
+$14.4M |
| 5 |
Occidental Petroleum
OXY
|
+$13.9M |
Top Sells
| 1 |
Lithia Motors
LAD
|
+$33.7M |
| 2 |
EMC
EMC CORPORATION
EMC
|
+$28.3M |
| 3 |
Fair Isaac
FICO
|
+$22.2M |
| 4 |
Euronet Worldwide
EEFT
|
+$22M |
| 5 |
CELG
Celgene Corp
CELG
|
+$17.9M |
Sector Composition
| 1 | Healthcare | 18.8% |
| 2 | Technology | 14.73% |
| 3 | Industrials | 13.7% |
| 4 | Financials | 12.54% |
| 5 | Consumer Discretionary | 9.43% |
