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
$11.1B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$20M
3
+$13.4M
4
RRC icon
Range Resources
RRC
+$10.4M
5
OXY icon
Occidental Petroleum
OXY
+$10M

Top Sells

1
+$29.6M
2
+$29.4M
3
+$23.1M
4
TSCO icon
Tractor Supply
TSCO
+$21.2M
5
CVS icon
CVS Health
CVS
+$20.3M

Sector Composition

1 Healthcare 17.79%
2 Financials 16.13%
3 Technology 13.82%
4 Industrials 11.4%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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-754,026
527
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-4,969
528
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529
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530
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531
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-10,777
532
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-7,795
533
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-50,600
534
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-11,000
535
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-58,590
536
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-8,598
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