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
$12.3B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$27.9M
3
+$26.8M
4
DOV icon
Dover
DOV
+$25.8M
5
ZION icon
Zions Bancorporation
ZION
+$25.2M

Top Sells

1
+$60.3M
2
+$47.7M
3
+$39.9M
4
CASY icon
Casey's General Stores
CASY
+$39.2M
5
KATE
Kate Spade & Company
KATE
+$37.9M

Sector Composition

1 Technology 15.48%
2 Healthcare 14.69%
3 Industrials 14.27%
4 Financials 14.14%
5 Energy 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$82K ﹤0.01%
10,000
527
$54K ﹤0.01%
11,000
528
$53K ﹤0.01%
+10,400
529
$44K ﹤0.01%
13,500
530
$40K ﹤0.01%
+20,419
531
$23K ﹤0.01%
+1,400
532
$15K ﹤0.01%
+1,500
533
$12K ﹤0.01%
250
534
– –
-191,490
535
– –
-99,420
536
– –
-2,628
537
– –
-33,700
538
– –
-10,847
539
– –
-89,400
540
– –
-470,913
541
– –
-461,785
542
– –
-92,022
543
– –
-30,600
544
– –
-43,727
545
– –
-181,510
546
– –
-4,289
547
– –
-258,345
548
– –
-59,176
549
– –
-104,000
550
– –
-499,200
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