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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

Sector Composition

1 Technology 26.45%
2 Industrials 19.96%
3 Healthcare 13.41%
4 Financials 9.08%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.18M 0.01%
180,000
+108,000
377
– –
0
378
$1.18M 0.01%
15,176
-875
379
– –
0
380
$1.17M 0.01%
+50,000
381
– –
0
382
$1.15M 0.01%
8,655
+2,203
383
– –
0
384
$1.13M 0.01%
+110,107
385
$1.13M 0.01%
9,785
-3,385
386
$1.11M 0.01%
11,890
-4,860
387
$1.1M 0.01%
17,579
+1,873
388
$1.1M 0.01%
11,800
389
$1.1M 0.01%
12,460
+86
390
$1.1M 0.01%
8,732
391
$1.09M 0.01%
2,719
-508
392
$1.07M 0.01%
44,364
-41,210
393
$1.07M 0.01%
4,749
394
$1.05M 0.01%
60,044
+2,453
395
$1.05M 0.01%
+9,402
396
$1.04M 0.01%
+15,143
397
$1.04M 0.01%
4,405
-150
398
$1.03M 0.01%
5,187
399
– –
0
400
$986K ﹤0.01%
90,000
-10,000
14 15
16
17 18