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
26
$240M 1.15%
921,831
-32,003
27
$240M 1.15%
4,504,564
-99,784
28
$237M 1.14%
4,026,871
-176,461
29
$218M 1.05%
1,976,986
-82,091
30
$206M 0.99%
1,894,868
-145,821
31
$193M 0.93%
1,294,401
-4,124
32
$181M 0.87%
581,893
+713
33
$180M 0.87%
1,654,257
-53,763
34
$175M 0.84%
1,195,561
+3,510
35
$173M 0.83%
1,159,210
-3,825
36
$167M 0.8%
6,531,723
-4,265
37
$160M 0.77%
2,041,501
-38,667
38
$153M 0.74%
1,574,354
-63,684
39
$151M 0.73%
525,669
+2,466
40
$151M 0.73%
1,930,311
+23,300
41
$146M 0.7%
1,308,440
+86,150
42
$143M 0.69%
638,059
-30,423
43
$143M 0.69%
925,255
-12,111
44
$139M 0.67%
2,191,575
-78,315
45
$138M 0.66%
634,408
-7,971
46
$133M 0.64%
671,840
+184,396
47
$128M 0.62%
684,602
+22,652
48
$127M 0.61%
930,238
+73,586
49
$122M 0.59%
1,005,125
-49,367
50
$121M 0.58%
6,000,856
+70,296
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