Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.6B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$16.3M
3
+$11.7M
4
NWL icon
Newell Brands
NWL
+$11M
5
RP
RealPage, Inc.
RP
+$10.2M

Top Sells

1
+$124M
2
+$22.8M
3
+$17.9M
4
CVS icon
CVS Health
CVS
+$17M
5
ULTA icon
Ulta Beauty
ULTA
+$15.6M

Sector Composition

1 Healthcare 17.83%
2 Financials 16.16%
3 Technology 14.13%
4 Industrials 11.13%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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