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Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $23.1B
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$33.4M
3
+$19.8M
4
VFC icon
VF Corp
VFC
+$19.5M
5
ZION icon
Zions Bancorporation
ZION
+$19.2M

Top Sells

1
+$76.3M
2
+$67.8M
3
+$42.2M
4
BFH icon
Bread Financial
BFH
+$41.9M
5
WFC icon
Wells Fargo
WFC
+$41.4M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.7%
3 Technology 16.2%
4 Industrials 11.71%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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532
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533
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-9,076
534
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535
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541
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544
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