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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

Sector Composition

1 Technology 26.45%
2 Industrials 19.96%
3 Healthcare 13.41%
4 Financials 9.08%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.44M 0.01%
2,480
-203
352
$1.44M 0.01%
15,770
353
$1.43M 0.01%
500,000
354
$1.42M 0.01%
+65,000
355
– –
0
356
$1.38M 0.01%
6,083
+105
357
$1.37M 0.01%
18,065
358
$1.37M 0.01%
9,904
-26
359
– –
0
360
$1.34M 0.01%
114,843
-317,400
361
$1.32M 0.01%
32,711
362
$1.31M 0.01%
61,072
+27,245
363
$1.31M 0.01%
10,032
-3,200
364
$1.31M 0.01%
11,000
-1,038
365
$1.31M 0.01%
10,181
366
$1.3M 0.01%
21,356
-2,616
367
$1.26M 0.01%
5,538
+219
368
$1.23M 0.01%
11,060
-3,149
369
– –
0
370
$1.22M 0.01%
27,811
371
$1.22M 0.01%
23,816
-6,522
372
– –
0
373
$1.22M 0.01%
15,038
-733
374
$1.21M 0.01%
17,264
-1,737
375
$1.19M 0.01%
62,908
13 14
15
16 17