Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $23B
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
+$853M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$129M
3
+$64.7M
4
INTC icon
Intel
INTC
+$53.9M
5
ORCL icon
Oracle
ORCL
+$42.3M

Top Sells

1
+$206M
2
+$136M
3
+$118M
4
KSU
Kansas City Southern
KSU
+$55.9M
5
GNRC icon
Generac Holdings
GNRC
+$43.5M

Sector Composition

1 Technology 21.39%
2 Healthcare 15.68%
3 Financials 14.14%
4 Industrials 13.6%
5 Consumer Discretionary 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
0
502
$299K ﹤0.01%
9,294
+2,253
503
– –
0
504
$294K ﹤0.01%
15,000
-3,275
505
$292K ﹤0.01%
2,398
+298
506
– –
0
507
$288K ﹤0.01%
10,000
508
– –
0
509
$281K ﹤0.01%
12,000
510
– –
0
511
$273K ﹤0.01%
9,016
-3,294
512
$271K ﹤0.01%
3,570
-121
513
$271K ﹤0.01%
3,304
514
$268K ﹤0.01%
900
515
$265K ﹤0.01%
2,000
516
$253K ﹤0.01%
7,363
517
$249K ﹤0.01%
4,000
518
$247K ﹤0.01%
4,717
-6,694
519
– –
0
520
$242K ﹤0.01%
1,460
-490
521
$239K ﹤0.01%
17,604
522
$237K ﹤0.01%
9,744
-4,320
523
$237K ﹤0.01%
+6,680
524
– –
0
525
$234K ﹤0.01%
4,023
-105
19 20
21
22 23