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
$12.2B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.6M
3
+$24.8M
4
BAC icon
Bank of America
BAC
+$18.9M
5
JPM icon
JPMorgan Chase
JPM
+$16.7M

Top Sells

1
+$58.5M
2
+$17.6M
3
+$16.9M
4
BALL icon
Ball Corp
BALL
+$16.8M
5
BFH icon
Bread Financial
BFH
+$14.9M

Sector Composition

1 Financials 16.83%
2 Healthcare 16.44%
3 Technology 14.97%
4 Industrials 10.99%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$261K ﹤0.01%
2,315
477
$260K ﹤0.01%
2,000
478
$259K ﹤0.01%
2,900
479
$256K ﹤0.01%
+4,573
480
$252K ﹤0.01%
2,283
+85
481
$252K ﹤0.01%
10,390
482
$249K ﹤0.01%
3,011
-200
483
$249K ﹤0.01%
2,439
-975
484
$248K ﹤0.01%
3,887
485
$246K ﹤0.01%
18,000
486
$246K ﹤0.01%
16,850
487
$244K ﹤0.01%
13,600
-848
488
$244K ﹤0.01%
9,606
-2,236
489
$242K ﹤0.01%
+44,000
490
$237K ﹤0.01%
2,325
491
$232K ﹤0.01%
4,818
492
$228K ﹤0.01%
4,815
+223
493
$226K ﹤0.01%
6,045
494
$222K ﹤0.01%
+2,730
495
$220K ﹤0.01%
2,611
496
$217K ﹤0.01%
+1,230
497
$212K ﹤0.01%
3,032
498
$211K ﹤0.01%
+6,000
499
$211K ﹤0.01%
+4,285
500
$209K ﹤0.01%
12,100
-102
18 19
20
21 22