Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
1-Year Return
15.96%
This Quarter Return
+11.48%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$20.8B
AUM Growth
+$1.54B
(+8%)
Cap. Flow
-$627M
Cap. Flow
% of AUM
-3.02%
Top 10 Holdings %
Top 10 Hldgs %
31.46%
Holding
618
New
23
Increased
117
Reduced
264
Closed
23
Top Buys
| 1 |
Veralto
VLTO
|
$38.4M |
| 2 |
Ecolab
ECL
|
$36.6M |
| 3 |
Permian Resources
PR
|
$31.8M |
| 4 |
UnitedHealth
UNH
|
$30.1M |
| 5 |
NVIDIA
NVDA
|
$22.8M |
Top Sells
| 1 |
Danaher
DHR
|
$60.5M |
| 2 |
Air Products & Chemicals
APD
|
$54.9M |
| 3 |
Apple
AAPL
|
$52.4M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$34.1M |
| 5 |
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% |
