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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

Sector Composition

1 Technology 26.45%
2 Industrials 19.96%
3 Healthcare 13.41%
4 Financials 9.08%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$723K ﹤0.01%
4,507
-288
427
$722K ﹤0.01%
8,173
+23
428
$709K ﹤0.01%
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429
$707K ﹤0.01%
934
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430
– –
0
431
$693K ﹤0.01%
17,245
-133
432
– –
0
433
$679K ﹤0.01%
15,724
434
$675K ﹤0.01%
6,495
+1,754
435
– –
0
436
$659K ﹤0.01%
2,736
437
$629K ﹤0.01%
+21,863
438
$623K ﹤0.01%
12,012
439
$616K ﹤0.01%
15,238
-423
440
$596K ﹤0.01%
3,674
-275
441
$589K ﹤0.01%
10,190
442
$587K ﹤0.01%
5,795
-1,640
443
– –
0
444
$580K ﹤0.01%
11,808
445
$564K ﹤0.01%
60,038
-60,000
446
$556K ﹤0.01%
3,593
-1,535
447
$552K ﹤0.01%
17,056
448
$552K ﹤0.01%
1,179
-151
449
$551K ﹤0.01%
9,854
450
$539K ﹤0.01%
1,388
16 17
18
19 20