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
$22.2B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$44.8M
3
+$43.4M
4
MA icon
Mastercard
MA
+$36.4M
5
UNH icon
UnitedHealth
UNH
+$35.8M

Top Sells

1
+$158M
2
+$83.9M
3
+$56.3M
4
PYPL icon
PayPal
PYPL
+$52.8M
5
GHM icon
Graham Corp
GHM
+$47.9M

Sector Composition

1 Technology 26.13%
2 Industrials 20.5%
3 Healthcare 12.97%
4 Financials 9.2%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.51M 0.01%
9,772
-132
352
$1.46M 0.01%
11,865
+865
353
– –
0
354
$1.44M 0.01%
32,920
+209
355
$1.43M 0.01%
+26,458
356
$1.43M 0.01%
9,581
-600
357
$1.42M 0.01%
8,783
-5,455
358
$1.41M 0.01%
10,860
+1,458
359
$1.4M 0.01%
+26,900
360
– –
0
361
$1.39M 0.01%
9,455
-200
362
$1.39M 0.01%
10,798
-262
363
$1.38M 0.01%
13,027
+567
364
$1.36M 0.01%
16,948
-316
365
$1.35M 0.01%
10,296
+264
366
$1.35M 0.01%
70,096
+10,052
367
$1.33M 0.01%
11,800
368
$1.32M 0.01%
14,933
-837
369
$1.32M 0.01%
33,474
-20,045
370
– –
0
371
$1.3M 0.01%
206,881
372
$1.29M 0.01%
60,227
-845
373
$1.28M 0.01%
13,232
-2,042
374
$1.28M 0.01%
45,149
+785
375
$1.25M 0.01%
32,496
13 14
15
16 17