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

Top Buys

1
+$34.9M
2
+$33.2M
3
+$32.1M
4
UNH icon
UnitedHealth
UNH
+$30.5M
5
NVDA icon
NVIDIA
NVDA
+$21.3M

Top Sells

1
+$55.7M
2
+$55.1M
3
+$50.2M
4
NEM icon
Newmont
NEM
+$31.2M
5
TMO icon
Thermo Fisher Scientific
TMO
+$29.2M

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%
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$310K ﹤0.01%
3,574
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512
$300K ﹤0.01%
959
513
$296K ﹤0.01%
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514
– –
0
515
– –
0
516
$287K ﹤0.01%
9,522
-2,037
517
$285K ﹤0.01%
1,500
518
$284K ﹤0.01%
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-3,030
519
$284K ﹤0.01%
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520
$283K ﹤0.01%
3,784
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521
$283K ﹤0.01%
2,323
522
– –
0
523
– –
0
524
– –
0
525
$274K ﹤0.01%
4,100
19 20
21
22 23