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
$12B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$34.3M
3
+$21M
4
VFC icon
VF Corp
VFC
+$18.8M
5
ZION icon
Zions Bancorporation
ZION
+$18.8M

Top Sells

1
+$68.8M
2
+$67M
3
+$42.7M
4
WFC icon
Wells Fargo
WFC
+$36.5M
5
BFH icon
Bread Financial
BFH
+$36.5M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.7%
3 Technology 16.2%
4 Industrials 11.67%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$772K 0.01%
14,195
-2,465
377
$757K 0.01%
15,616
378
$753K 0.01%
32,700
379
$751K 0.01%
29,030
-14,797
380
$749K 0.01%
7,812
-184
381
$735K 0.01%
54,750
-117,220
382
$735K 0.01%
3,700
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383
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13,890
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384
$724K 0.01%
11,655
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385
$720K 0.01%
7,700
-500
386
$712K 0.01%
66,460
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387
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8,750
-1,440
388
$686K 0.01%
72,387
389
$684K 0.01%
3,780
-807
390
$671K 0.01%
15,260
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391
$667K 0.01%
2,362
392
$647K 0.01%
7,830
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393
$641K 0.01%
16,723
394
$634K 0.01%
7,798
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395
$633K 0.01%
20,154
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396
$633K 0.01%
11,426
-8,664
397
$630K 0.01%
8,353
+1,948
398
$626K 0.01%
3,340
-2,105
399
$618K 0.01%
10,565
-4,000
400
$610K 0.01%
16,170
-1,695
14 15
16
17 18