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
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
– –
0
585
– –
-7,625
586
– –
-2,883
587
– –
-65,300
588
– –
-30,500
589
– –
-8,802
590
– –
0
591
– –
-4,500
592
– –
-164,015
593
– –
-2,731
594
– –
-6,540
595
– –
0
596
– –
0
597
– –
0
598
– –
0
599
– –
0
600
– –
-81,500
21 22 23
24
25