We are live on ! Find out more
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
$14.4B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$46.2M
3
+$40.9M
4
KO icon
Coca-Cola
KO
+$24.3M
5
LHX icon
L3Harris
LHX
+$17.2M

Top Sells

1
+$40.2M
2
+$17.8M
3
+$15.7M
4
CMA
Comerica
CMA
+$13.1M
5
SWK icon
Stanley Black & Decker
SWK
+$12.9M

Sector Composition

1 Technology 22.67%
2 Healthcare 17.58%
3 Financials 12.78%
4 Industrials 12.45%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
0
527
– –
-112,950
528
– –
-8,280
529
– –
-27,970
530
– –
-23,879
531
– –
-46,000
532
– –
-50,000
533
– –
-50
534
– –
-1,168
535
– –
-28,932
536
– –
-55,000
537
– –
-56,386
538
– –
-3,105
539
– –
-44,000
540
– –
-33,985
18 19 20 21
22