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
$10.3B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$39.3M
3
+$30.5M
4
BURL icon
Burlington
BURL
+$23.8M
5
CUBE icon
CubeSmart
CUBE
+$19.5M

Top Sells

1
+$52.2M
2
+$38.4M
3
+$27.2M
4
TDY icon
Teledyne Technologies
TDY
+$22.7M
5
AAPL icon
Apple
AAPL
+$20.8M

Sector Composition

1 Healthcare 18.28%
2 Technology 14.9%
3 Financials 13.63%
4 Industrials 13.2%
5 Consumer Discretionary 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$254K ﹤0.01%
1,830
+9
477
$253K ﹤0.01%
2,455
-160
478
$250K ﹤0.01%
12,285
479
$247K ﹤0.01%
12,468
480
$246K ﹤0.01%
9,058
481
$245K ﹤0.01%
4,740
+216
482
$242K ﹤0.01%
+8,000
483
$242K ﹤0.01%
31,875
484
$241K ﹤0.01%
+39,376
485
$241K ﹤0.01%
10,860
486
$240K ﹤0.01%
16,500
487
$240K ﹤0.01%
2,740
-1,000
488
$239K ﹤0.01%
3,319
+251
489
$229K ﹤0.01%
2,603
+3
490
$227K ﹤0.01%
14,710
+2,000
491
$226K ﹤0.01%
+3,058
492
$221K ﹤0.01%
3,044
+627
493
$220K ﹤0.01%
2,500
494
$219K ﹤0.01%
+5,637
495
$218K ﹤0.01%
45,325
-10,600
496
$216K ﹤0.01%
3,590
-251
497
$213K ﹤0.01%
4,520
-30
498
$212K ﹤0.01%
7,614
-999
499
$209K ﹤0.01%
24,619
500
$208K ﹤0.01%
6,966
18 19
20
21 22