Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Portfolio holdings

AUM $24.3B
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.5B
AUM Growth
-$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.1M
3
+$31.2M
4
CVX icon
Chevron
CVX
+$26.7M
5
DVN icon
Devon Energy
DVN
+$21.7M

Top Sells

1
+$53.4M
2
+$37.4M
3
+$35.2M
4
DHR icon
Danaher
DHR
+$34.5M
5
RVTY icon
Revvity
RVTY
+$27.3M

Sector Composition

1 Technology 23.82%
2 Healthcare 15.6%
3 Industrials 13.5%
4 Financials 13.02%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$341K ﹤0.01%
+3,270
527
– –
0
528
$338K ﹤0.01%
1,561
529
– –
0
530
– –
0
531
$336K ﹤0.01%
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-2,652
532
$336K ﹤0.01%
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533
$334K ﹤0.01%
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$334K ﹤0.01%
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535
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11,740
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536
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537
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538
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539
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541
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542
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543
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544
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548
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549
– –
0
550
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