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
$12.2B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.6M
3
+$24.8M
4
BAC icon
Bank of America
BAC
+$18.9M
5
JPM icon
JPMorgan Chase
JPM
+$16.7M

Top Sells

1
+$58.5M
2
+$17.6M
3
+$16.9M
4
BALL icon
Ball Corp
BALL
+$16.8M
5
BFH icon
Bread Financial
BFH
+$14.9M

Sector Composition

1 Financials 16.83%
2 Healthcare 16.44%
3 Technology 14.97%
4 Industrials 10.99%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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15,835
-850
377
$812K 0.01%
13,874
-8,634
378
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380
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22,290
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381
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20,909
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382
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383
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54,700
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384
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385
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386
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10,190
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83,161
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389
$734K 0.01%
3,800
390
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72,387
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148,000
393
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32,700
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15,975
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396
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8,800
397
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10,760
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398
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20,010
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399
$620K 0.01%
7,705
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400
$618K 0.01%
30,375
-15,915
14 15
16
17 18