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
$12B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$34.3M
3
+$21M
4
VFC icon
VF Corp
VFC
+$18.8M
5
ZION icon
Zions Bancorporation
ZION
+$18.8M

Top Sells

1
+$68.8M
2
+$67M
3
+$42.7M
4
WFC icon
Wells Fargo
WFC
+$36.5M
5
BFH icon
Bread Financial
BFH
+$36.5M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.7%
3 Technology 16.2%
4 Industrials 11.67%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$990K 0.01%
13,100
-3,155
352
$984K 0.01%
41,145
-54,460
353
$977K 0.01%
11,230
-100
354
$958K 0.01%
+11,505
355
$938K 0.01%
43,560
356
$937K 0.01%
21,231
357
$935K 0.01%
519,250
+372,970
358
$933K 0.01%
29,128
+293
359
$926K 0.01%
6,306
+54
360
$917K 0.01%
5,725
+2,108
361
$906K 0.01%
16,892
-418
362
$898K 0.01%
4,025
-35
363
$876K 0.01%
5,990
-22,520
364
$871K 0.01%
36,400
365
$859K 0.01%
8,780
-1,660
366
$857K 0.01%
148,000
367
$852K 0.01%
18,640
-26,390
368
$850K 0.01%
+16,335
369
$841K 0.01%
20,909
370
$832K 0.01%
4,348
371
$822K 0.01%
4,744
+2,748
372
$813K 0.01%
23,080
+707
373
$809K 0.01%
13,730
+123
374
$782K 0.01%
11,256
-6,752
375
$775K 0.01%
22,561
+271
13 14
15
16 17