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
$18.2B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$29.3M
3
+$24.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$19.9M
5
NEOG icon
Neogen
NEOG
+$18.9M

Top Sells

1
+$31.4M
2
+$29M
3
+$16.6M
4
ALC icon
Alcon
ALC
+$16.2M
5
META icon
Meta Platforms (Facebook)
META
+$15.5M

Sector Composition

1 Technology 20.77%
2 Industrials 16.98%
3 Healthcare 15.84%
4 Financials 11.59%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$509K ﹤0.01%
10,103
+168
452
$502K ﹤0.01%
15,724
-300
453
– –
0
454
$499K ﹤0.01%
+47,000
455
$491K ﹤0.01%
23,961
456
$484K ﹤0.01%
6,264
+598
457
$478K ﹤0.01%
2,010
458
$477K ﹤0.01%
1,228
+2
459
$475K ﹤0.01%
8,140
460
$474K ﹤0.01%
10,250
-149
461
$474K ﹤0.01%
1,398
462
$466K ﹤0.01%
26,667
463
$460K ﹤0.01%
842
-77
464
– –
0
465
$451K ﹤0.01%
5,664
+1,797
466
$446K ﹤0.01%
4,346
-290
467
$444K ﹤0.01%
+15,483
468
$434K ﹤0.01%
2,456
-1,733
469
$434K ﹤0.01%
14,000
-40
470
$433K ﹤0.01%
17,320
471
$431K ﹤0.01%
1,863
472
$422K ﹤0.01%
3,253
+883
473
$421K ﹤0.01%
6,900
474
$418K ﹤0.01%
6,045
475
– –
0
17 18
19
20 21