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
$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
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-11,965
527
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-26,150
528
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-13,000
529
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-10,140
530
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0
531
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-118,450
532
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-7,910
533
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0
534
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-112,950
535
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-8,280
536
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-27,970
537
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-23,879
538
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-46,000
539
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-50,000
540
– –
-50
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