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
$17.9B
AUM Growth
-$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$430M
2
+$42.3M
3
+$33.7M
4
APD icon
Air Products & Chemicals
APD
+$26.7M
5
ASO icon
Academy Sports + Outdoors
ASO
+$25.1M

Top Sells

1
+$55.5M
2
+$37.4M
3
+$24.6M
4
AAPL icon
Apple
AAPL
+$23M
5
AXON icon
Axon Enterprise
AXON
+$19.7M

Sector Composition

1 Technology 22.03%
2 Industrials 16.6%
3 Healthcare 15.97%
4 Financials 11.72%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
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602
$105K ﹤0.01%
16,000
+1,000
603
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0
604
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1,370
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24,000
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606
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607
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