Luther King Capital Management (LKCM) Portfolio holdings
AUM
$23B
This Quarter Return
+8.84%
1 Year Return
+15.96%
3 Year Return
+72.77%
5 Year Return
+138.1%
10 Year Return
+369.43%
AUM
$13.2B
AUM Growth
+$13.2B
(+8.4%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
23.91%
Holding
542
New
30
Increased
132
Reduced
224
Closed
72
Top Buys
| 1 |
Stellar Bancorp
STEL
|
$43.4M |
| 2 |
Valmont Industries
VMI
|
$18.1M |
| 3 |
Toro Company
TTC
|
$16.8M |
| 4 |
Fluor
FLR
|
$15.6M |
| 5 |
VF Corp
VFC
|
$14.7M |
Top Sells
| 1 |
AbbVie
ABBV
|
$34.9M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
$20.6M |
| 3 |
Martin Marietta Materials
MLM
|
$14.3M |
| 4 |
Exxon Mobil
XOM
|
$13.9M |
| 5 |
Whirlpool
WHR
|
$13.4M |
Sector Composition
| 1 | Technology | 17.48% |
| 2 | Healthcare | 16.75% |
| 3 | Financials | 15.96% |
| 4 | Industrials | 13.25% |
| 5 | Consumer Discretionary | 9% |
