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
$14.4B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$45.2M
3
+$42.2M
4
KO icon
Coca-Cola
KO
+$23.6M
5
ALC icon
Alcon
ALC
+$17.2M

Top Sells

1
+$42.1M
2
+$18.6M
3
+$14.3M
4
PFE icon
Pfizer
PFE
+$14.3M
5
SWK icon
Stanley Black & Decker
SWK
+$12.9M

Sector Composition

1 Technology 22.67%
2 Healthcare 17.58%
3 Financials 12.78%
4 Industrials 12.45%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$756K 0.01%
29,350
352
$755K 0.01%
+19,000
353
$751K 0.01%
10,690
-9,865
354
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3,420
-2,900
355
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7,530
356
$728K 0.01%
8,327
+400
357
– –
0
358
$708K ﹤0.01%
46,673
-738
359
– –
0
360
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0
361
$697K ﹤0.01%
+12,867
362
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17,604
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363
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14,358
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364
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12,171
365
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0
366
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3,535
-1,410
367
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3,737
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368
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369
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370
– –
0
371
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443,880
372
– –
0
373
$630K ﹤0.01%
22,741
374
$630K ﹤0.01%
281,210
-41,545
375
$625K ﹤0.01%
11,364
+583
13 14
15
16 17