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
$22.2B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$44.8M
3
+$43.4M
4
MA icon
Mastercard
MA
+$36.4M
5
UNH icon
UnitedHealth
UNH
+$35.8M

Top Sells

1
+$158M
2
+$83.9M
3
+$56.3M
4
PYPL icon
PayPal
PYPL
+$52.8M
5
GHM icon
Graham Corp
GHM
+$47.9M

Sector Composition

1 Technology 26.13%
2 Industrials 20.5%
3 Healthcare 12.97%
4 Financials 9.2%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$610K ﹤0.01%
6,012
+2,293
452
$596K ﹤0.01%
17,320
453
$583K ﹤0.01%
49,000
454
$580K ﹤0.01%
+9,839
455
$573K ﹤0.01%
1,909
-9
456
$570K ﹤0.01%
9,854
457
$560K ﹤0.01%
3,468
-125
458
$559K ﹤0.01%
1,041
459
$555K ﹤0.01%
11,808
460
$553K ﹤0.01%
1,155
-24
461
$552K ﹤0.01%
+29,265
462
– –
0
463
– –
0
464
– –
0
465
– –
0
466
– –
0
467
– –
0
468
$498K ﹤0.01%
8,396
469
$491K ﹤0.01%
2,992
-325
470
$490K ﹤0.01%
13,636
471
$486K ﹤0.01%
5,647
-84
472
– –
0
473
$476K ﹤0.01%
12,640
-397
474
$475K ﹤0.01%
4,974
-470
475
$472K ﹤0.01%
3,630
17 18
19
20 21