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
101
$27.6M 0.27%
962,205
-60,235
102
$27.6M 0.27%
1,413,080
+16,295
103
$27.6M 0.27%
968,163
-47,717
104
$27.6M 0.27%
2,335,743
-119,610
105
$26.9M 0.26%
1,045,750
+167,150
106
$26.8M 0.26%
317,175
+1,135
107
$26.6M 0.26%
180,785
+12,170
108
$26.3M 0.26%
386,525
-176,235
109
$26.1M 0.25%
1,205,352
+20,742
110
$26M 0.25%
496,297
-15,325
111
$25.6M 0.25%
1,857,140
+109,655
112
$24M 0.23%
1,364,573
-436,558
113
$23.9M 0.23%
637,695
-99,600
114
$23.8M 0.23%
+466,205
115
$23.8M 0.23%
529,612
-49,885
116
$23.6M 0.23%
1,416,945
-40,425
117
$23.2M 0.23%
594,423
-12,717
118
$23M 0.22%
664,880
+66,885
119
$22.9M 0.22%
1,477,581
-103,251
120
$22.9M 0.22%
289,818
-161
121
$22.5M 0.22%
333,045
-18,200
122
$22.5M 0.22%
818,978
-50,272
123
$22.4M 0.22%
660,464
-19,120
124
$22.4M 0.22%
352,852
+84,995
125
$22.4M 0.22%
619,607
-17,516
3 4
5
6 7