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Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $23.1B
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
-$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$18.3M
3
+$14.1M
4
ECL icon
Ecolab
ECL
+$13.7M
5
OXY icon
Occidental Petroleum
OXY
+$13.6M

Top Sells

1
+$33.7M
2
+$26.9M
3
+$20.9M
4
FICO icon
Fair Isaac
FICO
+$19.8M
5
CELG
Celgene Corp
CELG
+$18.5M

Sector Composition

1 Healthcare 18.8%
2 Technology 14.73%
3 Industrials 13.75%
4 Financials 12.54%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
0
502
$41K ﹤0.01%
11,000
503
$22K ﹤0.01%
+2,163
504
$16K ﹤0.01%
790
505
$7K ﹤0.01%
250
506
– –
0
507
– –
-52,846
508
– –
-27,930
509
– –
-10,025
510
– –
-9,208
511
– –
-1,195
512
– –
-21,492
513
– –
-12,700
514
– –
-5,902
515
– –
-76,135
516
– –
-2,603
517
– –
-4,228
518
– –
-66,086
519
– –
-14,409
520
– –
-93,275
521
– –
-141,200
522
– –
-6,400
523
– –
-98,278
524
– –
-446,385
525
– –
-662,226
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