Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.6B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$42.8M
3
+$20.1M
4
AMZN icon
Amazon
AMZN
+$19.2M
5
META icon
Meta Platforms (Facebook)
META
+$18.7M

Top Sells

1
+$202M
2
+$35.6M
3
+$25.9M
4
LDRH
LDR HOLDINGS CORP COM STK
LDRH
+$23.4M
5
EMC
EMC CORPORATION
EMC
+$18.1M

Sector Composition

1 Healthcare 19.32%
2 Technology 13.28%
3 Financials 12.72%
4 Industrials 12.18%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$133K ﹤0.01%
24,000
-619
502
$111K ﹤0.01%
40
503
$109K ﹤0.01%
14,268
504
$108K ﹤0.01%
1,609
-142
505
$93K ﹤0.01%
+14,000
506
$86K ﹤0.01%
+11,700
507
$74K ﹤0.01%
+20,000
508
$58K ﹤0.01%
21,700
509
$48K ﹤0.01%
11,000
510
$18K ﹤0.01%
790
511
$7K ﹤0.01%
250
512
– –
0
513
– –
-14,494
514
– –
-338,342
515
– –
-8,095
516
– –
-8,150
517
– –
-3,590
518
– –
-20,208
519
– –
-17,764
520
– –
-4,030
521
– –
-16,690
522
– –
-86,395
523
– –
-39,707
524
– –
-8,000
525
– –
-162,250
18 19 20
21
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