Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
1-Year Return
15.96%
This Quarter Return
+1.01%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$12B
AUM Growth
-$274M
(-2.2%)
Cap. Flow
-$231M
Cap. Flow
% of AUM
-1.93%
Top 10 Holdings %
Top 10 Hldgs %
23.52%
Holding
546
New
29
Increased
173
Reduced
236
Closed
29
Top Buys
| 1 |
Emerson Electric
EMR
|
$53.1M |
| 2 |
Cintas
CTAS
|
$34.3M |
| 3 |
Zoetis
ZTS
|
$21M |
| 4 |
VF Corp
VFC
|
$18.8M |
| 5 |
Zions Bancorporation
ZION
|
$18.8M |
Top Sells
| 1 |
Newell Brands
NWL
|
$68.8M |
| 2 |
COL
Rockwell Collins
COL
|
$67M |
| 3 |
Amazon
AMZN
|
$42.7M |
| 4 |
Wells Fargo
WFC
|
$36.5M |
| 5 |
Bread Financial
BFH
|
$36.5M |
Sector Composition
| 1 | Financials | 17.03% |
| 2 | Healthcare | 16.7% |
| 3 | Technology | 16.2% |
| 4 | Industrials | 11.67% |
| 5 | Consumer Discretionary | 8.19% |
