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
$14.4B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$45.2M
3
+$42.2M
4
KO icon
Coca-Cola
KO
+$23.6M
5
ALC icon
Alcon
ALC
+$17.2M

Top Sells

1
+$42.1M
2
+$18.6M
3
+$14.3M
4
PFE icon
Pfizer
PFE
+$14.3M
5
SWK icon
Stanley Black & Decker
SWK
+$12.9M

Sector Composition

1 Technology 22.67%
2 Healthcare 17.58%
3 Financials 12.78%
4 Industrials 12.45%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$235K ﹤0.01%
6,045
477
$233K ﹤0.01%
4,571
-799
478
$230K ﹤0.01%
+2,000
479
– –
0
480
$228K ﹤0.01%
+4,074
481
– –
0
482
– –
0
483
$221K ﹤0.01%
+1,275
484
$220K ﹤0.01%
+6,790
485
$219K ﹤0.01%
17,280
486
$219K ﹤0.01%
+3,536
487
– –
0
488
– –
0
489
– –
0
490
– –
0
491
– –
0
492
$211K ﹤0.01%
3,324
-1,110
493
$210K ﹤0.01%
+2,017
494
$208K ﹤0.01%
+1,500
495
$208K ﹤0.01%
+1,700
496
$203K ﹤0.01%
+10,106
497
$167K ﹤0.01%
11,650
498
$147K ﹤0.01%
11,395
499
$146K ﹤0.01%
16,550
+3,567
500
$112K ﹤0.01%
15,541
+5,000
18 19
20
21 22