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
76
$61.7M 0.3%
197,800
+7,748
77
$61.6M 0.3%
1,172,616
-12,132
78
$58.6M 0.28%
284,861
-4,332
79
$58.1M 0.28%
581,587
-101,622
80
$57.9M 0.28%
2,011,016
+11,863
81
$56.4M 0.27%
158,110
+13,638
82
$55.5M 0.27%
615,234
-161,101
83
$54.7M 0.26%
4,024,621
+2,341,653
84
$54.7M 0.26%
133,077
+50,887
85
$53.3M 0.26%
236,920
+16,714
86
$53M 0.26%
1,143,284
-46,202
87
$51.2M 0.25%
97,313
+57,170
88
$49.5M 0.24%
409,111
-65,262
89
$47.7M 0.23%
266,334
-28,184
90
$47.1M 0.23%
2,591,530
+15,000
91
$46.9M 0.23%
1,407,812
-498,055
92
$44.9M 0.22%
2,543,881
+104,892
93
$44.8M 0.22%
71,755
+12,563
94
$44.4M 0.21%
303,913
-59,359
95
$43.7M 0.21%
5,029,320
-567,857
96
$43.5M 0.21%
201,523
-11,968
97
$41.9M 0.2%
755,433
+581
98
$41.7M 0.2%
97,344
+3,760
99
$39.8M 0.19%
166,615
+11,445
100
$38.5M 0.18%
137,506
-1,032
2 3
4
5 6