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
$11.7B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$25.7M
3
+$24.4M
4
SAPE
SAPIENT CORP
SAPE
+$21.3M
5
MRK icon
Merck
MRK
+$21M

Top Sells

1
+$44.8M
2
+$31.6M
3
+$25.8M
4
GHL
Greenhill & Co., Inc.
GHL
+$25.1M
5
MNRO icon
Monro
MNRO
+$24.9M

Sector Composition

1 Technology 15.69%
2 Industrials 13.54%
3 Financials 13.19%
4 Healthcare 12.61%
5 Consumer Discretionary 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-21,300
677
– –
-11,700
678
– –
-26,705
679
– –
-3,505
680
– –
-18,860
681
– –
-3,933
682
– –
-5,520
683
– –
-10,925
684
– –
-9,260
685
– –
-9,990
686
– –
-1,440
687
– –
-56,880
688
– –
-33,320
689
– –
-2,700
690
– –
-9,100
691
– –
-22,288
692
– –
-11,920
693
– –
-17,560
694
– –
-99,524
695
– –
-4,110
696
– –
-23,480
697
– –
-12,400
698
– –
-35,342
699
– –
-7,350
700
– –
-40,800
25 26 27
28
29