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
$19.3B
AUM Growth
-$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$20.1M
3
+$17.1M
4
FLR icon
Fluor
FLR
+$11.6M
5
GTLS icon
Chart Industries
GTLS
+$11.4M

Top Sells

1
+$58M
2
+$21.1M
3
+$13.6M
4
KDP icon
Keurig Dr Pepper
KDP
+$12.6M
5
EL icon
Estee Lauder
EL
+$11M

Sector Composition

1 Technology 25.51%
2 Industrials 18.88%
3 Healthcare 13.91%
4 Financials 8.62%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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605
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0
618
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619
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620
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-1,795
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