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
$13.1B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$54.1M
3
+$37.8M
4
OXY icon
Occidental Petroleum
OXY
+$23.1M
5
ECL icon
Ecolab
ECL
+$22.3M

Top Sells

1
+$26.7M
2
+$24.7M
3
+$15.2M
4
ABBV icon
AbbVie
ABBV
+$14.5M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$14.3M

Sector Composition

1 Technology 17.78%
2 Healthcare 17.09%
3 Financials 14.87%
4 Industrials 13.52%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$966K 0.01%
18,026
-1,222
352
– –
0
353
$962K 0.01%
15,639
+23
354
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8,300
355
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4,166
-6
356
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18,615
357
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+17,390
358
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36,463
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359
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9,160
360
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361
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206,900
362
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363
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23,081
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364
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46,519
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365
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43,830
366
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135,480
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369
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0
372
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7,058
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373
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19,059
+102
374
$718K 0.01%
16,382
-1,448
375
$708K 0.01%
13,635
-3,286
13 14
15
16 17