Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.6B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.3B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$27.6M
3
+$27.2M
4
ZION icon
Zions Bancorporation
ZION
+$24.7M
5
DOV icon
Dover
DOV
+$24.3M

Top Sells

1
+$57.9M
2
+$52.3M
3
+$39.6M
4
CASY icon
Casey's General Stores
CASY
+$39.2M
5
KATE
Kate Spade & Company
KATE
+$33.8M

Sector Composition

1 Technology 15.48%
2 Healthcare 14.69%
3 Industrials 14.27%
4 Financials 14.14%
5 Energy 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$414K ﹤0.01%
9,323
-597
452
$411K ﹤0.01%
16,147
-2,431
453
$410K ﹤0.01%
+4,675
454
$406K ﹤0.01%
18,154
-5,700
455
$404K ﹤0.01%
5,684
-219
456
$397K ﹤0.01%
10,192
-3,696
457
$395K ﹤0.01%
9,190
-28,714
458
$394K ﹤0.01%
+8,769
459
$384K ﹤0.01%
21,116
-2,470
460
$381K ﹤0.01%
3,940
-200
461
$379K ﹤0.01%
7,903
-239
462
$377K ﹤0.01%
6,262
463
$377K ﹤0.01%
6,100
464
$376K ﹤0.01%
5,154
-930
465
$375K ﹤0.01%
15,896
+1,344
466
$357K ﹤0.01%
10,482
-1,418
467
$357K ﹤0.01%
18,885
+6,885
468
$357K ﹤0.01%
+1,928
469
$356K ﹤0.01%
11,008
-1,360
470
$354K ﹤0.01%
10,787
471
$348K ﹤0.01%
+22,290
472
– –
0
473
$323K ﹤0.01%
+3,400
474
$321K ﹤0.01%
2,972
475
$312K ﹤0.01%
5,500
17 18
19
20 21