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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

Sector Composition

1 Technology 26.45%
2 Industrials 19.96%
3 Healthcare 13.41%
4 Financials 9.08%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$269K ﹤0.01%
2,752
-340
527
– –
0
528
– –
0
529
– –
0
530
$266K ﹤0.01%
1,100
-300
531
– –
0
532
$265K ﹤0.01%
3,137
533
– –
0
534
$261K ﹤0.01%
1,400
-263
535
– –
0
536
$255K ﹤0.01%
5,000
-1,900
537
$253K ﹤0.01%
1,415
538
– –
0
539
$239K ﹤0.01%
100,549
-40,000
540
$236K ﹤0.01%
3,447
-194
541
$235K ﹤0.01%
+2,573
542
– –
0
543
– –
0
544
– –
0
545
$230K ﹤0.01%
15,311
546
– –
0
547
$227K ﹤0.01%
4,000
548
$227K ﹤0.01%
11,739
-29
549
$227K ﹤0.01%
2,754
550
$226K ﹤0.01%
12,119
-1,650
20 21
22
23 24