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
$14.4B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$45.2M
3
+$42.2M
4
KO icon
Coca-Cola
KO
+$23.6M
5
ALC icon
Alcon
ALC
+$17.2M

Top Sells

1
+$42.1M
2
+$18.6M
3
+$14.3M
4
PFE icon
Pfizer
PFE
+$14.3M
5
SWK icon
Stanley Black & Decker
SWK
+$12.9M

Sector Composition

1 Technology 22.67%
2 Healthcare 17.58%
3 Financials 12.78%
4 Industrials 12.45%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$311K ﹤0.01%
+498
452
– –
0
453
– –
0
454
$300K ﹤0.01%
3,271
-755
455
$296K ﹤0.01%
7,137
+137
456
$294K ﹤0.01%
41,280
+11,840
457
$290K ﹤0.01%
7,440
-29,384
458
$290K ﹤0.01%
3,570
459
$284K ﹤0.01%
5,673
460
$282K ﹤0.01%
4,410
-2
461
– –
0
462
– –
0
463
$272K ﹤0.01%
3,410
464
$271K ﹤0.01%
1,500
-200
465
$265K ﹤0.01%
2,500
466
$263K ﹤0.01%
+3,404
467
$261K ﹤0.01%
3,585
+189
468
$258K ﹤0.01%
11,065
+615
469
– –
0
470
$257K ﹤0.01%
900
-1,000
471
– –
0
472
$250K ﹤0.01%
10,000
-1,000
473
$249K ﹤0.01%
+7,163
474
$246K ﹤0.01%
+960
475
$238K ﹤0.01%
+3,139
17 18
19
20 21