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
501
$206K ﹤0.01%
+8,000
502
$201K ﹤0.01%
+7,249
503
$201K ﹤0.01%
4,285
-585
504
$191K ﹤0.01%
54,300
505
$185K ﹤0.01%
40
506
$182K ﹤0.01%
11,025
507
$159K ﹤0.01%
11,273
508
$139K ﹤0.01%
10,937
-300
509
$127K ﹤0.01%
+15,278
510
$113K ﹤0.01%
18,500
511
$112K ﹤0.01%
1,001
+62
512
$97K ﹤0.01%
45,000
513
$89K ﹤0.01%
+11,324
514
$85K ﹤0.01%
11,799
515
$85K ﹤0.01%
10,825
-4,700
516
$75K ﹤0.01%
12,400
-22,500
517
$69K ﹤0.01%
21,000
518
$61K ﹤0.01%
20,701
519
$53K ﹤0.01%
19,300
520
$47K ﹤0.01%
12,160
521
$25K ﹤0.01%
11,000
522
$20K ﹤0.01%
287
523
$20K ﹤0.01%
790
524
$14K ﹤0.01%
+1,269
525
$14K ﹤0.01%
10,000
19 20
21
22 23