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

Top Buys

1
+$34.9M
2
+$33.2M
3
+$32.1M
4
UNH icon
UnitedHealth
UNH
+$30.5M
5
NVDA icon
NVIDIA
NVDA
+$21.3M

Top Sells

1
+$55.7M
2
+$55.1M
3
+$50.2M
4
NEM icon
Newmont
NEM
+$31.2M
5
TMO icon
Thermo Fisher Scientific
TMO
+$29.2M

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
551
– –
0
552
$221K ﹤0.01%
3,382
-300
553
$217K ﹤0.01%
2,300
554
$217K ﹤0.01%
+1,795
555
$216K ﹤0.01%
+3,341
556
– –
0
557
– –
0
558
$215K ﹤0.01%
+2,824
559
$211K ﹤0.01%
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560
$211K ﹤0.01%
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561
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562
$205K ﹤0.01%
8,739
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563
– –
0
564
$204K ﹤0.01%
+125,000
565
– –
0
566
$189K ﹤0.01%
26,667
567
$186K ﹤0.01%
56,129
568
$180K ﹤0.01%
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569
– –
0
570
$153K ﹤0.01%
19,455
571
$130K ﹤0.01%
15,000
-8,930
572
– –
0
573
$112K ﹤0.01%
11,395
574
– –
0
575
$90.1K ﹤0.01%
18,500
21 22
23
24 25