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
$12B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$34.3M
3
+$21M
4
VFC icon
VF Corp
VFC
+$18.8M
5
ZION icon
Zions Bancorporation
ZION
+$18.8M

Top Sells

1
+$68.8M
2
+$67M
3
+$42.7M
4
WFC icon
Wells Fargo
WFC
+$36.5M
5
BFH icon
Bread Financial
BFH
+$36.5M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.7%
3 Technology 16.2%
4 Industrials 11.67%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.58M 0.07%
226,372
+1,069
152
$8.16M 0.07%
82,119
-32,630
153
$8.15M 0.07%
232,583
154
$7.97M 0.07%
107,548
-34,583
155
$7.89M 0.07%
46,470
-214,576
156
$7.88M 0.07%
86,225
-3,750
157
$7.73M 0.06%
181,650
158
$7.49M 0.06%
124,165
-14,545
159
$6.61M 0.06%
44,506
-3,865
160
$6.47M 0.05%
73,737
+757
161
$6.33M 0.05%
29,324
+1,649
162
$6.31M 0.05%
31,375
+13,720
163
$6.27M 0.05%
276,239
-3,080
164
$6.08M 0.05%
25,130
-5,131
165
$5.97M 0.05%
122,921
-8,589
166
$5.95M 0.05%
73,120
167
$5.93M 0.05%
95,332
-45,647
168
$5.77M 0.05%
51,830
-6,365
169
$5.74M 0.05%
338,937
-15,618
170
$5.7M 0.05%
99,546
-8,135
171
$5.64M 0.05%
36,082
+985
172
$5.64M 0.05%
17,200
+540
173
$5.55M 0.05%
50,624
-6,151
174
$5.54M 0.05%
182,959
-9,823
175
$5.54M 0.05%
144,990
+55,140
5 6
7
8 9