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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

Sector Composition

1 Technology 26.45%
2 Industrials 19.96%
3 Healthcare 13.41%
4 Financials 9.08%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
0
502
– –
0
503
$332K ﹤0.01%
189,483
-15,000
504
– –
0
505
– –
0
506
– –
0
507
$316K ﹤0.01%
+671
508
$316K ﹤0.01%
2,046
509
$316K ﹤0.01%
10,015
510
$315K ﹤0.01%
17,000
-540
511
$310K ﹤0.01%
3,574
-720
512
$300K ﹤0.01%
959
513
$296K ﹤0.01%
3,281
-286
514
– –
0
515
– –
0
516
$287K ﹤0.01%
9,522
-2,037
517
$285K ﹤0.01%
1,500
518
$284K ﹤0.01%
9,079
-3,030
519
$284K ﹤0.01%
1,900
-400
520
$283K ﹤0.01%
3,784
-1,132
521
$283K ﹤0.01%
2,323
522
– –
0
523
– –
0
524
– –
0
525
$274K ﹤0.01%
4,100
19 20
21
22 23