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
401
$979K ﹤0.01%
6,605
-1,485
402
$963K ﹤0.01%
+390,000
403
$944K ﹤0.01%
13,928
-232
404
$922K ﹤0.01%
10,761
+2,474
405
$907K ﹤0.01%
4,680
-1,380
406
$897K ﹤0.01%
+29,451
407
$892K ﹤0.01%
4,235
-5
408
– –
0
409
$855K ﹤0.01%
2,939
-11
410
$849K ﹤0.01%
36,710
-14,410
411
$847K ﹤0.01%
7,890
-277
412
$837K ﹤0.01%
6,518
+2,688
413
$832K ﹤0.01%
5,644
414
$831K ﹤0.01%
3,897
+1,458
415
– –
0
416
$827K ﹤0.01%
8,187
-159
417
$822K ﹤0.01%
31,491
-381
418
$822K ﹤0.01%
190,321
419
$814K ﹤0.01%
16,000
420
$805K ﹤0.01%
206,881
-340,609
421
– –
0
422
– –
0
423
$748K ﹤0.01%
7,532
+1,665
424
$730K ﹤0.01%
3,600
425
$727K ﹤0.01%
828
15 16
17
18 19