Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
1-Year Return
15.96%
This Quarter Return
+5.18%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$10.5B
AUM Growth
+$273M
(+2.7%)
Cap. Flow
-$71.8M
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
18.62%
Holding
527
New
38
Increased
150
Reduced
247
Closed
26
Top Buys
| 1 |
Chevron
CVX
|
$20.1M |
| 2 |
JPMorgan Chase
JPM
|
$18.9M |
| 3 |
TIF
Tiffany & Co.
TIF
|
$18.8M |
| 4 |
FMC
FMC
|
$18.5M |
| 5 |
Microsoft
MSFT
|
$15.4M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$28M |
| 2 |
Nike
NKE
|
$19.9M |
| 3 |
VWR
VWR Corporation
VWR
|
$13.2M |
| 4 |
SIVB
SVB Financial Group
SIVB
|
$12.1M |
| 5 |
Bank OZK
OZK
|
$11.3M |
Sector Composition
| 1 | Healthcare | 17.32% |
| 2 | Financials | 15.62% |
| 3 | Technology | 13.77% |
| 4 | Industrials | 12.28% |
| 5 | Energy | 8.4% |
