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
$12.2B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.6M
3
+$24.8M
4
BAC icon
Bank of America
BAC
+$18.9M
5
JPM icon
JPMorgan Chase
JPM
+$16.7M

Top Sells

1
+$58.5M
2
+$17.6M
3
+$16.9M
4
BALL icon
Ball Corp
BALL
+$16.8M
5
BFH icon
Bread Financial
BFH
+$14.9M

Sector Composition

1 Financials 16.83%
2 Healthcare 16.44%
3 Technology 14.97%
4 Industrials 10.99%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$446K ﹤0.01%
2,851
+300
427
$437K ﹤0.01%
5,942
-625
428
$425K ﹤0.01%
5,242
-3,000
429
$425K ﹤0.01%
3,640
430
$414K ﹤0.01%
4,099
-500
431
$404K ﹤0.01%
6,313
432
$397K ﹤0.01%
15,639
+3,150
433
$392K ﹤0.01%
17,170
-126,174
434
$383K ﹤0.01%
7,475
-120
435
$383K ﹤0.01%
+75,000
436
$382K ﹤0.01%
17,304
437
$376K ﹤0.01%
+4,355
438
$375K ﹤0.01%
3,967
439
$372K ﹤0.01%
10,486
-1,831
440
$372K ﹤0.01%
85,000
441
$367K ﹤0.01%
4,878
+64
442
$364K ﹤0.01%
3,463
+1,383
443
$362K ﹤0.01%
6,174
-4,057
444
$361K ﹤0.01%
11,375
445
$354K ﹤0.01%
13,999
+400
446
$347K ﹤0.01%
7,779
447
$346K ﹤0.01%
+10,928
448
$344K ﹤0.01%
3,484
449
$342K ﹤0.01%
16,550
+3,150
450
$331K ﹤0.01%
1,300
-492
16 17
18
19 20