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
$14.4B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$45.2M
3
+$42.2M
4
KO icon
Coca-Cola
KO
+$23.6M
5
ALC icon
Alcon
ALC
+$17.2M

Top Sells

1
+$42.1M
2
+$18.6M
3
+$14.3M
4
PFE icon
Pfizer
PFE
+$14.3M
5
SWK icon
Stanley Black & Decker
SWK
+$12.9M

Sector Composition

1 Technology 22.67%
2 Healthcare 17.58%
3 Financials 12.78%
4 Industrials 12.45%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.8M 0.18%
1,227,010
102
$23.6M 0.16%
242,862
+4,318
103
$22.5M 0.16%
323,960
-4,979
104
$21.5M 0.15%
797,002
-4,980
105
$21.3M 0.15%
1,243,649
-13,191
106
$21.2M 0.15%
61,179
107
$19.9M 0.14%
427,141
+4,992
108
$18M 0.12%
84,853
-4,346
109
$17.4M 0.12%
845,102
+3,614
110
$17M 0.12%
308,741
-20,894
111
$16.4M 0.11%
109,966
-787
112
$15.8M 0.11%
2,389,978
113
$15.7M 0.11%
368,712
-36,728
114
$14.9M 0.1%
555,859
-27,617
115
$14.7M 0.1%
238,360
-68,851
116
$14.7M 0.1%
507,480
-9,630
117
$14.5M 0.1%
196,520
+16,200
118
$14.4M 0.1%
147,607
-95,427
119
$13.6M 0.09%
158,185
+4,435
120
$12.8M 0.09%
82,146
+16,925
121
$12.6M 0.09%
171,665
+26,145
122
$12.6M 0.09%
5,486,894
123
$12.5M 0.09%
98,149
+83
124
$12.2M 0.08%
128,024
-265
125
$11.1M 0.08%
355,775
3 4
5
6 7