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
$20.5B
AUM Growth
-$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.1M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$26.7M
5
DVN icon
Devon Energy
DVN
+$21.7M

Top Sells

1
+$53.4M
2
+$37.4M
3
+$35.2M
4
DHR icon
Danaher
DHR
+$34.5M
5
RVTY icon
Revvity
RVTY
+$27.3M

Sector Composition

1 Technology 23.82%
2 Healthcare 15.6%
3 Industrials 13.5%
4 Financials 13.02%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$782K ﹤0.01%
111,782
-32,503
427
$775K ﹤0.01%
30,000
-30,000
428
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3,344
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429
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3,456
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430
– –
0
431
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1,002
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432
$763K ﹤0.01%
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-63,563
433
$758K ﹤0.01%
+13,801
434
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3,658
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435
$742K ﹤0.01%
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436
– –
0
437
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14,000
-11,650
438
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63,062
-13,201
439
$706K ﹤0.01%
4,143
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440
– –
0
441
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443
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2,221
-3,185
444
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+26,082
445
$657K ﹤0.01%
4,400
-400
446
– –
0
447
$647K ﹤0.01%
6,480
-1,520
448
$636K ﹤0.01%
12,000
449
$636K ﹤0.01%
10,160
-976
450
$633K ﹤0.01%
12,008
-279
16 17
18
19 20