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
176
$12.7M 0.12%
103,416
-27,651
177
$12.6M 0.12%
+329,565
178
$12.5M 0.12%
73,195
-50,436
179
$12.5M 0.12%
1,236,382
-154,749
180
$12.4M 0.12%
598,734
-487,361
181
$12M 0.12%
455,625
-19,695
182
$11.9M 0.12%
301,670
+284,360
183
$11.9M 0.12%
133,335
-336
184
$11.5M 0.11%
223,535
-18,985
185
$11.3M 0.11%
230,511
-57
186
$11.3M 0.11%
111,013
-35
187
$11.2M 0.11%
77,575
-3,210
188
$11M 0.11%
311,560
+173,960
189
$10.7M 0.1%
364,300
-7,800
190
$10.6M 0.1%
86,775
-13,355
191
$10.4M 0.1%
1,064,511
-239,665
192
$9.93M 0.1%
334,510
-20,455
193
$9.82M 0.1%
71,187
-355
194
$9.8M 0.1%
408,790
+25,975
195
$9.74M 0.09%
171,612
-7,543
196
$9.58M 0.09%
209,174
-7,653
197
$9.57M 0.09%
118,218
-20,944
198
$9.46M 0.09%
156,634
-4,558
199
$9.22M 0.09%
130,655
+905
200
$8.97M 0.09%
1,010,695
+323,385
6 7
8
9 10