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
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%
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556
– –
0
557
– –
0
558
$215K ﹤0.01%
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559
$211K ﹤0.01%
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560
$211K ﹤0.01%
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561
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$205K ﹤0.01%
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563
– –
0
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$204K ﹤0.01%
+125,000
565
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0
566
$189K ﹤0.01%
26,667
567
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569
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0
570
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571
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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