Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
1-Year Return
15.96%
This Quarter Return
+9.26%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$11.7B
AUM Growth
+$921M
(+8.6%)
Cap. Flow
+$43.5M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
13.64%
Holding
727
New
55
Increased
192
Reduced
292
Closed
58
Top Buys
| 1 |
ATHL
ATHLON ENERGY INC COM
ATHL
|
$28.2M |
| 2 |
Honeywell
HON
|
$25.7M |
| 3 |
OSI Systems
OSIS
|
$24.4M |
| 4 |
SAPE
SAPIENT CORP
SAPE
|
$21.3M |
| 5 |
Merck
MRK
|
$21M |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
$44.8M |
| 2 |
HMA
HEALTH MGMT ASSOC INC CL-A
HMA
|
$31.6M |
| 3 |
Kirby Corp
KEX
|
$25.8M |
| 4 |
GHL
Greenhill & Co., Inc.
GHL
|
$25.1M |
| 5 |
Monro
MNRO
|
$24.9M |
Sector Composition
| 1 | Technology | 15.69% |
| 2 | Industrials | 13.67% |
| 3 | Financials | 13.19% |
| 4 | Healthcare | 12.61% |
| 5 | Consumer Discretionary | 10.51% |
