Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.6B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$42.8M
3
+$20.1M
4
AMZN icon
Amazon
AMZN
+$19.2M
5
META icon
Meta Platforms (Facebook)
META
+$18.7M

Top Sells

1
+$202M
2
+$35.6M
3
+$25.9M
4
LDRH
LDR HOLDINGS CORP COM STK
LDRH
+$23.4M
5
EMC
EMC CORPORATION
EMC
+$18.1M

Sector Composition

1 Healthcare 19.32%
2 Technology 13.28%
3 Financials 12.72%
4 Industrials 12.18%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$378K ﹤0.01%
3,050
+100
427
$372K ﹤0.01%
25,000
428
$369K ﹤0.01%
12,820
+1,200
429
$369K ﹤0.01%
2,004
+179
430
$368K ﹤0.01%
16,956
-2,000
431
$365K ﹤0.01%
5,005
-700
432
$361K ﹤0.01%
9,350
-412
433
$355K ﹤0.01%
6,525
434
$350K ﹤0.01%
20,000
435
$347K ﹤0.01%
10,390
436
$337K ﹤0.01%
5,770
437
$330K ﹤0.01%
2,620
438
$328K ﹤0.01%
4,577
-450
439
$326K ﹤0.01%
9,248
+89
440
$321K ﹤0.01%
3,830
-2,700
441
$320K ﹤0.01%
5,374
442
$319K ﹤0.01%
3,969
443
$318K ﹤0.01%
+7,194
444
$315K ﹤0.01%
11,530
+475
445
$313K ﹤0.01%
15,959
+447
446
$312K ﹤0.01%
20,084
-3,700
447
$310K ﹤0.01%
5,575
448
$310K ﹤0.01%
2,355
449
$308K ﹤0.01%
13,325
450
$306K ﹤0.01%
5,467
-545
16 17
18
19 20