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
576
$79.7K ﹤0.01%
16,000
577
$65.7K ﹤0.01%
19,200
-5,800
578
$64.7K ﹤0.01%
40,955
579
$54.6K ﹤0.01%
30,000
580
$34.9K ﹤0.01%
13,694
581
$26.1K ﹤0.01%
1,500
582
$18.3K ﹤0.01%
10,000
583
– –
0
584
– –
-16,170
585
– –
0
586
– –
0
587
– –
0
588
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-7,625
589
– –
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590
– –
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591
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592
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593
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-24,000
594
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595
– –
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596
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597
– –
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598
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599
– –
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600
– –
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