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
$20.5B
AUM Growth
-$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.1M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$26.7M
5
DVN icon
Devon Energy
DVN
+$21.7M

Top Sells

1
+$53.4M
2
+$37.4M
3
+$35.2M
4
DHR icon
Danaher
DHR
+$34.5M
5
RVTY icon
Revvity
RVTY
+$27.3M

Sector Composition

1 Technology 23.82%
2 Healthcare 15.6%
3 Industrials 13.5%
4 Financials 13.02%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
$1.16M 0.01%
1,654
378
$1.14M 0.01%
16,000
379
$1.11M 0.01%
30,890
-195
380
$1.1M 0.01%
11,136
+1,826
381
$1.1M 0.01%
52,495
+2,200
382
$1.1M 0.01%
8,698
+522
383
$1.09M 0.01%
26,602
384
$1.08M 0.01%
137,000
385
– –
0
386
$1.07M 0.01%
5,845
387
$1.07M 0.01%
11,416
388
$1.03M 0.01%
14,695
389
– –
0
390
$1.02M 0.01%
77,300
391
$1.01M ﹤0.01%
+18,227
392
– –
0
393
$989K ﹤0.01%
331,900
394
$981K ﹤0.01%
+32,171
395
$973K ﹤0.01%
+6,436
396
$952K ﹤0.01%
+23,025
397
$942K ﹤0.01%
5,703
-804
398
$940K ﹤0.01%
6,627
+32
399
$926K ﹤0.01%
2,577
+339
400
$916K ﹤0.01%
2,100
-10
14 15
16
17 18