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
$10.3B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$39.3M
3
+$30.5M
4
BURL icon
Burlington
BURL
+$23.8M
5
CUBE icon
CubeSmart
CUBE
+$19.5M

Top Sells

1
+$52.2M
2
+$38.4M
3
+$27.2M
4
TDY icon
Teledyne Technologies
TDY
+$22.7M
5
AAPL icon
Apple
AAPL
+$20.8M

Sector Composition

1 Healthcare 18.28%
2 Technology 14.9%
3 Financials 13.63%
4 Industrials 13.2%
5 Consumer Discretionary 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$443K ﹤0.01%
+20,000
427
$436K ﹤0.01%
+13,300
428
$436K ﹤0.01%
+12,222
429
$424K ﹤0.01%
8,502
+1,234
430
$421K ﹤0.01%
340
431
$419K ﹤0.01%
8,588
-1,074
432
$419K ﹤0.01%
+12,728
433
$419K ﹤0.01%
4,820
434
$418K ﹤0.01%
16,880
-2,460
435
$413K ﹤0.01%
3,108
+38
436
$396K ﹤0.01%
5,705
437
$396K ﹤0.01%
5,025
-89
438
$382K ﹤0.01%
+42,374
439
$379K ﹤0.01%
7,356
-253,902
440
$375K ﹤0.01%
1,825
-30
441
$374K ﹤0.01%
11,390
+1,000
442
$371K ﹤0.01%
5,600
+1,146
443
$369K ﹤0.01%
+25,000
444
$362K ﹤0.01%
22,770
-1,230
445
$347K ﹤0.01%
25,584
446
$339K ﹤0.01%
1,191
+6
447
$333K ﹤0.01%
4,731
448
$332K ﹤0.01%
+8,400
449
$325K ﹤0.01%
11,224
-100
450
$324K ﹤0.01%
6,880
-209
16 17
18
19 20