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
$14.4B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$45.2M
3
+$42.2M
4
KO icon
Coca-Cola
KO
+$23.6M
5
ALC icon
Alcon
ALC
+$17.2M

Top Sells

1
+$42.1M
2
+$18.6M
3
+$14.3M
4
PFE icon
Pfizer
PFE
+$14.3M
5
SWK icon
Stanley Black & Decker
SWK
+$12.9M

Sector Composition

1 Technology 22.67%
2 Healthcare 17.58%
3 Financials 12.78%
4 Industrials 12.45%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
0
502
$93K ﹤0.01%
3,563
503
$92K ﹤0.01%
2,712
-40
504
$85K ﹤0.01%
10,000
505
$74K ﹤0.01%
19,804
506
$16K ﹤0.01%
14,000
507
$4K ﹤0.01%
790
508
– –
-5,270
509
– –
-56,386
510
– –
-3,105
511
– –
-44,000
512
– –
-33,985
513
– –
-23,000
514
– –
0
515
– –
-118,540
516
– –
-21,225
517
– –
-11,965
518
– –
-26,150
519
– –
-13,000
520
– –
-10,140
521
– –
0
522
– –
-118,450
523
– –
-7,910
524
– –
-36,704
525
– –
-48,972
18 19 20
21
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