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
$10.5B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.9M
3
+$18.8M
4
FMC icon
FMC
FMC
+$18.5M
5
MSFT icon
Microsoft
MSFT
+$15.4M

Top Sells

1
+$28M
2
+$19.9M
3
+$13.2M
4
SIVB
SVB Financial Group
SIVB
+$12.1M
5
OZK icon
Bank OZK
OZK
+$11.3M

Sector Composition

1 Healthcare 17.32%
2 Financials 15.62%
3 Technology 13.8%
4 Industrials 12.28%
5 Energy 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.2M 0.1%
125,998
+1,461
152
$9.97M 0.09%
143,057
-3,225
153
$9.9M 0.09%
125,745
-33,690
154
$9.79M 0.09%
112,176
+2,751
155
$9.75M 0.09%
134,295
-18,565
156
$9.58M 0.09%
132,305
-54,765
157
$9.58M 0.09%
74,368
-5,896
158
$9.42M 0.09%
431,441
-91,673
159
$9.3M 0.09%
100,680
-27,215
160
$9.11M 0.09%
239,468
-2,135
161
$9.09M 0.09%
260,470
-70,415
162
$9.06M 0.09%
44,130
+31,479
163
$8.94M 0.09%
228,219
-183,080
164
$8.74M 0.08%
60,186
-2,468
165
$8.69M 0.08%
133,325
-7,262
166
$8.61M 0.08%
277,130
-150
167
$8.49M 0.08%
346,712
-162,002
168
$8.3M 0.08%
945,937
+31,549
169
$8.26M 0.08%
294,470
-88,550
170
$8.12M 0.08%
352,053
-47,450
171
$8.04M 0.08%
105,116
-42,056
172
$7.94M 0.08%
225,301
-2,954
173
$7.93M 0.08%
206,821
-10,307
174
$7.9M 0.08%
+132,895
175
$7.83M 0.07%
110,065
+41,345
5 6
7
8 9