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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

Sector Composition

1 Technology 26.45%
2 Industrials 19.96%
3 Healthcare 13.41%
4 Financials 9.08%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$527K ﹤0.01%
17,320
452
– –
0
453
$507K ﹤0.01%
3,317
-1,346
454
$502K ﹤0.01%
193,800
-36,200
455
$502K ﹤0.01%
+18,600
456
$502K ﹤0.01%
3,630
-5,875
457
$484K ﹤0.01%
8,396
-151
458
$482K ﹤0.01%
1,041
459
– –
0
460
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13,149
-2,643
461
$474K ﹤0.01%
13,636
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462
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0
463
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1,918
464
$465K ﹤0.01%
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465
– –
0
466
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13,037
-2,049
467
– –
0
468
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469
$456K ﹤0.01%
10,755
470
– –
0
471
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472
$442K ﹤0.01%
1,675
-438
473
– –
0
474
$438K ﹤0.01%
11,987
-220
475
– –
0
17 18
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