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
$20.5B
AUM Growth
-$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.1M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$26.7M
5
DVN icon
Devon Energy
DVN
+$21.7M

Top Sells

1
+$53.4M
2
+$37.4M
3
+$35.2M
4
DHR icon
Danaher
DHR
+$34.5M
5
RVTY icon
Revvity
RVTY
+$27.3M

Sector Composition

1 Technology 23.82%
2 Healthcare 15.6%
3 Industrials 13.5%
4 Financials 13.02%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$630K ﹤0.01%
7,422
-1,122
452
– –
0
453
$619K ﹤0.01%
7,423
+699
454
– –
0
455
– –
0
456
$611K ﹤0.01%
2,852
-201
457
$611K ﹤0.01%
16,024
458
$604K ﹤0.01%
+28,590
459
$582K ﹤0.01%
+15,040
460
– –
0
461
– –
0
462
$571K ﹤0.01%
1,277
+179
463
$566K ﹤0.01%
3,219
+150
464
$565K ﹤0.01%
6,900
-38
465
$565K ﹤0.01%
10,122
+554
466
– –
0
467
$550K ﹤0.01%
9,140
-3,378
468
$547K ﹤0.01%
4,140
-11
469
$546K ﹤0.01%
3,450
-1,360
470
$545K ﹤0.01%
26,667
471
$542K ﹤0.01%
+3,260
472
$541K ﹤0.01%
+36,860
473
$541K ﹤0.01%
403,880
474
$536K ﹤0.01%
+366
475
– –
0
17 18
19
20 21