Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.6B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.2B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$25.2M
3
+$22.9M
4
BAC icon
Bank of America
BAC
+$17.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.8M

Top Sells

1
+$58.1M
2
+$18M
3
+$17.3M
4
WBA
Walgreens Boots Alliance
WBA
+$16.4M
5
BFH icon
Bread Financial
BFH
+$13.6M

Sector Composition

1 Financials 16.83%
2 Healthcare 16.44%
3 Technology 14.97%
4 Industrials 10.99%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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