Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $23B
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
+$853M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$129M
3
+$64.7M
4
INTC icon
Intel
INTC
+$53.9M
5
ORCL icon
Oracle
ORCL
+$42.3M

Top Sells

1
+$206M
2
+$136M
3
+$118M
4
KSU
Kansas City Southern
KSU
+$55.9M
5
GNRC icon
Generac Holdings
GNRC
+$43.5M

Sector Composition

1 Technology 21.39%
2 Healthcare 15.68%
3 Financials 14.14%
4 Industrials 13.6%
5 Consumer Discretionary 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$578K ﹤0.01%
6,088
452
– –
0
453
$575K ﹤0.01%
3,710
454
– –
0
455
– –
0
456
$532K ﹤0.01%
21,156
457
$526K ﹤0.01%
14,778
-871
458
$523K ﹤0.01%
23,103
459
$518K ﹤0.01%
5,362
460
$513K ﹤0.01%
18,850
+4,800
461
– –
0
462
$481K ﹤0.01%
10,419
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463
$481K ﹤0.01%
3,095
464
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4,900
465
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0
466
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2,100
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467
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468
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0
469
$461K ﹤0.01%
5,648
-1,000
470
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-4,144
471
– –
0
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3,149
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473
– –
0
474
$433K ﹤0.01%
2,178
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475
$425K ﹤0.01%
3,000
17 18
19
20 21