Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
1-Year Return
15.96%
This Quarter Return
+4.38%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$10.2B
AUM Growth
+$151M
(+1.5%)
Cap. Flow
-$183M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
18.72%
Holding
551
New
44
Increased
146
Reduced
218
Closed
37
Top Buys
| 1 |
Newell Brands
NWL
|
$140M |
| 2 |
Bread Financial
BFH
|
$40.2M |
| 3 |
Ecolab
ECL
|
$20.4M |
| 4 |
Amazon
AMZN
|
$20.3M |
| 5 |
Meta Platforms (Facebook)
META
|
$18.5M |
Top Sells
| 1 |
JAH
JARDEN CORPORATION
JAH
|
$202M |
| 2 |
Apple
AAPL
|
$34.2M |
| 3 |
LDRH
LDR HOLDINGS CORP COM STK
LDRH
|
$30.5M |
| 4 |
VF Corp
VFC
|
$25.3M |
| 5 |
EMC
EMC CORPORATION
EMC
|
$18.2M |
Sector Composition
| 1 | Healthcare | 19.32% |
| 2 | Technology | 13.28% |
| 3 | Financials | 12.72% |
| 4 | Industrials | 12.14% |
| 5 | Consumer Staples | 9.82% |
