Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.6B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.6M
3
+$17.3M
4
JPM icon
JPMorgan Chase
JPM
+$16.7M
5
MSFT icon
Microsoft
MSFT
+$14.9M

Top Sells

1
+$25.5M
2
+$20M
3
+$14M
4
SIVB
SVB Financial Group
SIVB
+$10.1M
5
OZK icon
Bank OZK
OZK
+$9.57M

Sector Composition

1 Healthcare 17.32%
2 Financials 15.62%
3 Technology 13.8%
4 Industrials 12.33%
5 Energy 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$224K ﹤0.01%
+19,064
477
$218K ﹤0.01%
3,190
-954
478
$215K ﹤0.01%
+3,416
479
$212K ﹤0.01%
+7,478
480
$210K ﹤0.01%
12,590
+20
481
$208K ﹤0.01%
4,579
482
$206K ﹤0.01%
+3,308
483
$206K ﹤0.01%
+5,064
484
$205K ﹤0.01%
1,538
-258
485
$204K ﹤0.01%
+2,325
486
$201K ﹤0.01%
11,623
+123
487
$201K ﹤0.01%
+4,500
488
$200K ﹤0.01%
28,000
-4,000
489
$197K ﹤0.01%
16,250
-8,443
490
$144K ﹤0.01%
40
491
$138K ﹤0.01%
3,000
+370
492
$134K ﹤0.01%
+12,500
493
$128K ﹤0.01%
14,268
494
$126K ﹤0.01%
+10,025
495
$124K ﹤0.01%
+11,073
496
$91K ﹤0.01%
+11,000
497
$69K ﹤0.01%
20,000
498
$66K ﹤0.01%
31,700
499
$41K ﹤0.01%
790
500
$39K ﹤0.01%
+2,400
17 18 19
20
21