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
451
$331K ﹤0.01%
1,080
-250
452
$330K ﹤0.01%
+643
453
$329K ﹤0.01%
3,690
454
$326K ﹤0.01%
4,774
+400
455
$326K ﹤0.01%
10,196
+1,000
456
$319K ﹤0.01%
+20,595
457
$318K ﹤0.01%
+4,031
458
$315K ﹤0.01%
1,996
459
$310K ﹤0.01%
825
460
$309K ﹤0.01%
14,268
461
$302K ﹤0.01%
+3,318
462
$298K ﹤0.01%
8,720
+2,920
463
$294K ﹤0.01%
+11,461
464
$284K ﹤0.01%
3,758
465
$282K ﹤0.01%
22,557
466
$278K ﹤0.01%
+68,750
467
$277K ﹤0.01%
+5,426
468
$277K ﹤0.01%
4,176
+15
469
$275K ﹤0.01%
4,662
+237
470
$274K ﹤0.01%
146,280
+8,000
471
$268K ﹤0.01%
46,315
-200,495
472
$266K ﹤0.01%
12,665
+10
473
$265K ﹤0.01%
2,500
474
$265K ﹤0.01%
10,443
+1,575
475
$262K ﹤0.01%
25,641
17 18
19
20 21