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
151
$6.28M 0.04%
83,560
-2,220
152
$6.22M 0.04%
226,480
+275
153
– –
0
154
$5.99M 0.04%
224,502
-8,413
155
$5.88M 0.04%
74,780
-7,240
156
$5.67M 0.04%
69,165
+277
157
$5.61M 0.04%
34,139
-585
158
$5.45M 0.04%
21,652
-24,356
159
$5.35M 0.04%
46,327
-7,060
160
$5.33M 0.04%
38,315
-2,905
161
$5.29M 0.04%
66,681
162
$5.25M 0.04%
169,570
+9,880
163
$5.18M 0.04%
28,088
+843
164
$5.17M 0.04%
284,813
-130
165
$4.85M 0.03%
16,268
-165
166
$4.62M 0.03%
118,447
-6,302
167
$4.59M 0.03%
65,057
-4,300
168
$4.53M 0.03%
20,876
-95
169
$4.49M 0.03%
52,705
-57,085
170
$4.41M 0.03%
28,415
+2,700
171
$4.37M 0.03%
311,068
-15,528
172
$4.36M 0.03%
175,000
173
$4.36M 0.03%
84,975
+4,170
174
$4.35M 0.03%
110,018
-31,030
175
$4.32M 0.03%
14,646
-43
5 6
7
8 9