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
176
$5.41M 0.05%
70,000
177
$5.26M 0.04%
214,969
+1,459
178
$5.25M 0.04%
29,978
+184
179
$5.16M 0.04%
49,280
-855
180
$5.14M 0.04%
249,361
181
$5.04M 0.04%
161,815
-36,149
182
$4.97M 0.04%
75,095
-4,666
183
$4.9M 0.04%
184,500
-59,110
184
$4.87M 0.04%
178,960
-580
185
$4.81M 0.04%
79,465
-7,495
186
$4.79M 0.04%
16
187
$4.7M 0.04%
41,430
-6,160
188
$4.69M 0.04%
67,600
+1,100
189
$4.67M 0.04%
228,000
-1,750
190
$4.53M 0.04%
112,665
-14,250
191
$4.47M 0.04%
58,551
-3,680
192
$4.42M 0.04%
96,800
+22,350
193
$4.38M 0.04%
43,872
194
$4.38M 0.04%
143,145
+6,005
195
$4.34M 0.04%
34,505
-648
196
$4.33M 0.04%
218,090
-32,525
197
$4.32M 0.04%
74,607
-4,725
198
$4.26M 0.04%
66,425
-7,825
199
$4.16M 0.03%
95,709
-10,010
200
$4.03M 0.03%
116,085
-2,468
6 7
8
9 10