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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

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
51
$118M 0.57%
301,963
-25,150
52
$118M 0.57%
392,568
+1,961
53
$113M 0.54%
1,040,266
+13,494
54
$113M 0.54%
1,167,116
+14,944
55
$110M 0.53%
965,658
-2,740
56
$107M 0.52%
1,344,697
-123,076
57
$106M 0.51%
1,377,443
-98,494
58
$103M 0.49%
2,391,110
-30,900
59
$102M 0.49%
1,552,823
+10,900
60
$101M 0.49%
1,607,736
-463,175
61
$98.6M 0.47%
1,604,997
-122,601
62
$98.3M 0.47%
1,023,745
-3,197
63
$97.3M 0.47%
277,186
-6,795
64
$90.9M 0.44%
580,095
-49,476
65
$90.3M 0.43%
386,624
+13,756
66
$86.7M 0.42%
366,834
-18,784
67
$84.2M 0.4%
582,318
-25,424
68
$80.6M 0.39%
2,178,740
+312,606
69
$75.8M 0.36%
359,712
+47,465
70
$69.5M 0.33%
538,066
-41,204
71
$66.8M 0.32%
922,375
+41,079
72
$66.5M 0.32%
114,107
+29,443
73
$65.3M 0.31%
1,442,086
-341,888
74
$64.5M 0.31%
140,046
-240
75
$64.3M 0.31%
244,471
+7,847
1 2
3
4 5