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
$12.2B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.6M
3
+$24.8M
4
BAC icon
Bank of America
BAC
+$18.9M
5
JPM icon
JPMorgan Chase
JPM
+$16.7M

Top Sells

1
+$58.5M
2
+$17.6M
3
+$16.9M
4
BALL icon
Ball Corp
BALL
+$16.8M
5
BFH icon
Bread Financial
BFH
+$14.9M

Sector Composition

1 Financials 16.83%
2 Healthcare 16.44%
3 Technology 14.97%
4 Industrials 10.99%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.07M 0.01%
54,520
+30,000
352
$1.01M 0.01%
21,231
353
$1M 0.01%
8,200
+6,000
354
$999K 0.01%
36,400
355
$993K 0.01%
16,660
+7,401
356
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14,565
+9,900
357
$982K 0.01%
6,653
-40
358
$956K 0.01%
43,560
359
$955K 0.01%
11,330
-300
360
$952K 0.01%
28,835
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361
$951K 0.01%
4,060
362
$945K 0.01%
17,310
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363
$932K 0.01%
2,902
-364
364
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6,252
-350
365
$921K 0.01%
6,309
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366
$898K 0.01%
3,270
367
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6,202
368
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18,008
-11,230
369
$863K 0.01%
47,930
-93,000
370
$858K 0.01%
16,345
-10,750
371
$853K 0.01%
10,175
+370
372
$853K 0.01%
22,373
+12
373
$836K 0.01%
13,275
-4,790
374
$831K 0.01%
9,076
375
$830K 0.01%
15,616
13 14
15
16 17