Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
1-Year Return
15.96%
This Quarter Return
+6.97%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$23.3B
AUM Growth
+$1.11B
(+5%)
Cap. Flow
-$327M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
33.98%
Holding
627
New
24
Increased
222
Reduced
186
Closed
23
Top Buys
| 1 |
Wheaton Precious Metals
WPM
|
+$29.8M |
| 2 |
Keurig Dr Pepper
KDP
|
+$28.8M |
| 3 |
Linde
LIN
|
+$27.6M |
| 4 |
IDEX
IEX
|
+$22.2M |
| 5 |
Netflix
NFLX
|
+$16.8M |
Top Sells
| 1 |
Parker-Hannifin
PH
|
+$70.2M |
| 2 |
Microsoft
MSFT
|
+$65.3M |
| 3 |
Charles River Laboratories
CRL
|
+$49.8M |
| 4 |
Nike
NKE
|
+$34.9M |
| 5 |
PepsiCo
PEP
|
+$34.7M |
Sector Composition
| 1 | Technology | 27.18% |
| 2 | Industrials | 20.44% |
| 3 | Healthcare | 12.69% |
| 4 | Financials | 9.13% |
| 5 | Consumer Discretionary | 7.42% |
