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
126
$11.1M 0.08%
718,747
-35,620
127
$11M 0.08%
111,665
-18,445
128
$10.9M 0.08%
176,844
-7,700
129
$10.5M 0.07%
161,685
+62,625
130
$10.3M 0.07%
1,057,976
+12,000
131
$10.3M 0.07%
1,154,384
-14,600
132
$10.1M 0.07%
176,443
+16,128
133
$9.71M 0.07%
441,394
-15,740
134
$9.67M 0.07%
32,709
-812
135
$9.38M 0.07%
91,400
+5,040
136
$9.38M 0.07%
71,908
+179
137
$9.28M 0.06%
155,179
+1,075
138
$8.91M 0.06%
60,254
-1,900
139
$8.83M 0.06%
65,374
-3,796
140
$8.8M 0.06%
387,164
141
$8.58M 0.06%
431,028
142
$8.55M 0.06%
160,887
+3,018
143
– –
0
144
$8.43M 0.06%
106,579
+48,604
145
$8.13M 0.06%
200,000
146
$7.94M 0.06%
155,299
-1,510
147
$7.89M 0.05%
229,825
-8,000
148
$7.73M 0.05%
51,698
-1,190
149
$7.31M 0.05%
124,272
150
$6.96M 0.05%
249,115
+16,890
4 5
6
7 8