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
$12.2B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.6M
3
+$24.8M
4
BAC icon
Bank of America
BAC
+$18.9M
5
JPM icon
JPMorgan Chase
JPM
+$16.7M

Top Sells

1
+$58.5M
2
+$17.6M
3
+$16.9M
4
BALL icon
Ball Corp
BALL
+$16.8M
5
BFH icon
Bread Financial
BFH
+$14.9M

Sector Composition

1 Financials 16.83%
2 Healthcare 16.44%
3 Technology 14.97%
4 Industrials 10.99%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.86M 0.08%
146,297
+66,597
152
$9.6M 0.08%
109,105
-11,565
153
$9.59M 0.08%
96,524
+3,208
154
$9.39M 0.08%
85,838
-4,975
155
$8.59M 0.07%
277,990
+309
156
$8.23M 0.07%
37,332
+24,965
157
$8.21M 0.07%
142,131
-34
158
$8.18M 0.07%
60,575
159
$8.11M 0.07%
151,156
-3,424
160
$8.07M 0.07%
119,725
-12,165
161
$8.02M 0.07%
90,264
-420
162
$8M 0.07%
102,897
-3,590
163
$7.99M 0.07%
232,583
164
$7.94M 0.06%
89,975
-130
165
$7.87M 0.06%
243,610
-72,950
166
$7.7M 0.06%
279,319
-27,565
167
$7.52M 0.06%
131,510
+514
168
$7.43M 0.06%
181,650
169
$7.42M 0.06%
30,261
+296
170
$7.39M 0.06%
138,710
-4,800
171
$7.36M 0.06%
85,980
+55,000
172
$7.23M 0.06%
+148,440
173
$7.05M 0.06%
34,354
-504
174
$6.78M 0.06%
72,980
+6,645
175
$6.14M 0.05%
126,915
-8,795
5 6
7
8 9