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
151
$16M 0.16%
902,787
+882,184
152
$16M 0.16%
345,060
-12,933
153
$15.9M 0.15%
162,090
+17,015
154
$15.8M 0.15%
262,255
-10,060
155
$15.8M 0.15%
276,160
-154,200
156
$15.7M 0.15%
465,667
-53,096
157
$15.6M 0.15%
290,298
-27,986
158
$15.4M 0.15%
158,068
-552
159
$15.4M 0.15%
169,223
-6,800
160
$15.4M 0.15%
183,684
+1,243
161
$14.9M 0.14%
496,917
-16,454
162
$14.8M 0.14%
1,747,125
-69,975
163
$14.6M 0.14%
491,373
-146,025
164
$14.1M 0.14%
509,100
+223,010
165
$13.7M 0.13%
638,900
-103,020
166
$13.7M 0.13%
196,405
+118,665
167
$13.6M 0.13%
298,540
-79,075
168
$13.3M 0.13%
102,348
+4,054
169
$13.3M 0.13%
200,839
+82,407
170
$13.2M 0.13%
111,181
+1,306
171
$13M 0.13%
258,043
-258,526
172
$13M 0.13%
200,912
+9,320
173
$13M 0.13%
194,675
-2,730
174
$12.9M 0.12%
160,154
-482
175
$12.7M 0.12%
186,666
-314
5 6
7
8 9