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
$10.3B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$39.3M
3
+$30.5M
4
BURL icon
Burlington
BURL
+$23.8M
5
CUBE icon
CubeSmart
CUBE
+$19.5M

Top Sells

1
+$52.2M
2
+$38.4M
3
+$27.2M
4
TDY icon
Teledyne Technologies
TDY
+$22.7M
5
AAPL icon
Apple
AAPL
+$20.8M

Sector Composition

1 Healthcare 18.28%
2 Technology 14.9%
3 Financials 13.63%
4 Industrials 13.2%
5 Consumer Discretionary 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61.8M 0.6%
2,244,358
+63,433
52
$59.7M 0.58%
2,147,365
-74,070
53
$58.9M 0.57%
762,947
-3,168
54
$58.8M 0.57%
956,846
-4,962
55
$58.4M 0.57%
847,165
+44,589
56
$58.4M 0.57%
1,527,112
+27,096
57
$57.5M 0.56%
2,379,805
-854,673
58
$56.1M 0.54%
1,169,382
+347,095
59
$54.9M 0.53%
3,343,839
-290,385
60
$53.8M 0.52%
13,086,576
+623,504
61
$51.3M 0.5%
424,355
-33,914
62
$50M 0.48%
1,606,874
-17,560
63
$46M 0.45%
2,179,225
-72,330
64
$45.9M 0.45%
619,845
-33,885
65
$45M 0.44%
590,202
-7,536
66
$42.5M 0.41%
2,517,464
-24,027
67
$40.2M 0.39%
366,510
+358,335
68
$39.8M 0.39%
1,616,857
+435,734
69
$39.4M 0.38%
1,491,410
+6,822
70
$38.6M 0.37%
1,069,915
-203,158
71
$37.1M 0.36%
342,895
-6,670
72
$36M 0.35%
1,320,718
-255,481
73
$35.3M 0.34%
475,803
+8,440
74
$34.6M 0.34%
1,067,594
+1,215
75
$33.7M 0.33%
1,416,693
+114,456
1 2
3
4 5