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
$11.5B
AUM Growth
-$3.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$21.9M
3
+$13.4M
4
KO icon
Coca-Cola
KO
+$10.1M
5
LHX icon
L3Harris
LHX
+$10M

Top Sells

1
+$68.1M
2
+$39.2M
3
+$23.1M
4
MSFT icon
Microsoft
MSFT
+$22.9M
5
KEX icon
Kirby Corp
KEX
+$15.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 18.02%
3 Financials 12.86%
4 Industrials 12.69%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$644K 0.01%
+118,540
352
$629K 0.01%
22,741
353
$626K 0.01%
443,880
354
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+20,000
357
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361
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363
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680,000
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365
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0
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17,130
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$566K ﹤0.01%
6,320
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373
$564K ﹤0.01%
7,530
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374
$556K ﹤0.01%
12,200
375
$546K ﹤0.01%
+11,740
13 14
15
16 17