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
176
$4.3M 0.03%
200,000
-11,300
177
$4.14M 0.03%
13,425
-4,005
178
$4.1M 0.03%
49,035
-2,385
179
$4.09M 0.03%
45,716
-2,650
180
$4.03M 0.03%
13,282
-752
181
– –
0
182
$4.01M 0.03%
15
183
– –
0
184
$3.93M 0.03%
589,205
+205,240
185
$3.87M 0.03%
185,720
186
$3.85M 0.03%
34,750
-4,045
187
$3.81M 0.03%
47,080
+7,315
188
$3.76M 0.03%
60,993
+370
189
$3.71M 0.03%
179,280
-7,660
190
$3.68M 0.03%
39,515
+3,305
191
$3.66M 0.03%
61,654
-170
192
$3.6M 0.03%
55,390
-2,400
193
$3.52M 0.02%
182,815
+92,365
194
$3.5M 0.02%
10,485
-2,175
195
$3.5M 0.02%
71,690
+6,740
196
$3.48M 0.02%
35,635
+13,750
197
$3.28M 0.02%
294,490
-46,625
198
$3.28M 0.02%
86,132
-4,740
199
$3.27M 0.02%
68,084
-10,886
200
$3.16M 0.02%
45,277
-2,220
6 7
8
9 10