Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.6B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$42.8M
3
+$20.1M
4
AMZN icon
Amazon
AMZN
+$19.2M
5
META icon
Meta Platforms (Facebook)
META
+$18.7M

Top Sells

1
+$202M
2
+$35.6M
3
+$25.9M
4
LDRH
LDR HOLDINGS CORP COM STK
LDRH
+$23.4M
5
EMC
EMC CORPORATION
EMC
+$18.1M

Sector Composition

1 Healthcare 19.32%
2 Technology 13.28%
3 Financials 12.72%
4 Industrials 12.18%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$962K 0.01%
52,460
352
$959K 0.01%
33,865
-403
353
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11,328
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354
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66,573
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16,190
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356
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17,996
357
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+25,706
358
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359
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27,342
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10,400
365
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27,400
366
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51,100
367
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15,250
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51,400
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369
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370
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11,922
372
$762K 0.01%
8,650
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373
$759K 0.01%
8,886
+631
374
$753K 0.01%
23,104
375
$727K 0.01%
12,306
13 14
15
16 17