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
$22.2B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$44.8M
3
+$43.4M
4
MA icon
Mastercard
MA
+$36.4M
5
UNH icon
UnitedHealth
UNH
+$35.8M

Top Sells

1
+$158M
2
+$83.9M
3
+$56.3M
4
PYPL icon
PayPal
PYPL
+$52.8M
5
GHM icon
Graham Corp
GHM
+$47.9M

Sector Composition

1 Technology 26.13%
2 Industrials 20.5%
3 Healthcare 12.97%
4 Financials 9.2%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.02M ﹤0.01%
+15,000
402
$1.01M ﹤0.01%
7,910
+20
403
$981K ﹤0.01%
2,939
404
$980K ﹤0.01%
90,000
405
$971K ﹤0.01%
29,451
406
$950K ﹤0.01%
180,000
407
– –
0
408
– –
0
409
$921K ﹤0.01%
6,699
+181
410
$919K ﹤0.01%
947
+13
411
$917K ﹤0.01%
4,260
+25
412
$917K ﹤0.01%
36,710
413
$910K ﹤0.01%
+20,181
414
$885K ﹤0.01%
6,504
+9
415
$877K ﹤0.01%
9,067
+880
416
$871K ﹤0.01%
2,786
+50
417
– –
0
418
$831K ﹤0.01%
+17,680
419
$821K ﹤0.01%
+8,000
420
– –
0
421
$805K ﹤0.01%
7,606
-2,179
422
$797K ﹤0.01%
828
423
– –
0
424
$790K ﹤0.01%
3,600
425
$781K ﹤0.01%
15,724
15 16
17
18 19