Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.6B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$19.2M
3
+$19.1M
4
SPT icon
Sprout Social
SPT
+$18.2M
5
CRM icon
Salesforce
CRM
+$14.2M

Top Sells

1
+$194M
2
+$32M
3
+$22.7M
4
GNRC icon
Generac Holdings
GNRC
+$21.9M
5
AAPL icon
Apple
AAPL
+$16M

Sector Composition

1 Technology 22.46%
2 Healthcare 17.35%
3 Industrials 13.64%
4 Financials 13.05%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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7,807
-565
377
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16,524
+2,000
378
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51,050
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– –
0
380
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8,690
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9,000
386
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387
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388
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390
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396
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0
397
– –
0
398
$785K ﹤0.01%
+8,685
399
$778K ﹤0.01%
+14,860
400
$777K ﹤0.01%
3,270
-248
14 15
16
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