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
76
$33.4M 0.32%
3,086,524
+1,006,138
77
$32.5M 0.32%
516,504
+14,962
78
$32.4M 0.31%
961,905
-48,325
79
$32.2M 0.31%
1,590,516
-140,140
80
$31.8M 0.31%
588,997
-44,205
81
$31.7M 0.31%
439,018
-22,755
82
$31.7M 0.31%
763,810
+404,610
83
$31.3M 0.3%
973,297
-295,707
84
$31M 0.3%
1,029,440
-14,330
85
$30.7M 0.3%
729,830
-35,871
86
$29.9M 0.29%
772,427
-70,447
87
$29.7M 0.29%
250,900
+19,670
88
$29.6M 0.29%
466,055
-41,115
89
$29.4M 0.29%
471,447
+71,612
90
$28.9M 0.28%
1,182,233
-2,135,877
91
$28.7M 0.28%
650,624
-79,960
92
$28.5M 0.28%
710,115
-7,785
93
$28.5M 0.28%
1,829,154
+282,583
94
$28.5M 0.28%
429,798
-150,525
95
$28.3M 0.27%
189,329
96
$28.1M 0.27%
1,564,455
+125,565
97
$28.1M 0.27%
534,061
-52,715
98
$28M 0.27%
669,452
+51,195
99
$27.8M 0.27%
635,355
-45,660
100
$27.7M 0.27%
637,707
-61,298
2 3
4
5 6