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
$10.7B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$97M
2
+$13.6M
3
+$12.7M
4
MSFT icon
Microsoft
MSFT
+$12.4M
5
DIS icon
Walt Disney
DIS
+$12M

Top Sells

1
+$95.5M
2
+$25.6M
3
+$23.7M
4
EAT icon
Brinker International
EAT
+$22.5M
5
LSTR icon
Landstar System
LSTR
+$22.4M

Sector Composition

1 Healthcare 19.24%
2 Technology 14.73%
3 Financials 13.61%
4 Industrials 12.94%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$162K ﹤0.01%
11,273
502
$155K ﹤0.01%
11,025
503
$146K ﹤0.01%
11,600
-3,110
504
$145K ﹤0.01%
+10,000
505
$113K ﹤0.01%
45,000
506
$113K ﹤0.01%
40
507
$110K ﹤0.01%
+12,000
508
$101K ﹤0.01%
14,268
+2,944
509
$93K ﹤0.01%
19,300
510
$90K ﹤0.01%
10,825
511
$88K ﹤0.01%
11,799
512
$64K ﹤0.01%
12,700
-5,800
513
$26K ﹤0.01%
11,000
514
$17K ﹤0.01%
790
515
$8K ﹤0.01%
10,000
516
$4K ﹤0.01%
250
517
– –
0
518
$2K ﹤0.01%
1,500
519
– –
-16,646
520
– –
-6,880
521
– –
-3,108
522
– –
-352,852
523
– –
-23,940
524
– –
-1,191
525
– –
-377,151
19 20
21
22 23