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
$20.8B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.6M
3
+$31.8M
4
UNH icon
UnitedHealth
UNH
+$30.1M
5
NVDA icon
NVIDIA
NVDA
+$22.8M

Top Sells

1
+$60.5M
2
+$54.9M
3
+$52.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
NEM icon
Newmont
NEM
+$33.4M

Sector Composition

1 Technology 26.45%
2 Industrials 19.96%
3 Healthcare 13.41%
4 Financials 9.08%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.95M 0.03%
184,350
-8,188
177
$6.88M 0.03%
27,101
+405
178
– –
0
179
$6.75M 0.03%
66,447
-2,936
180
$6.72M 0.03%
119,874
+16,030
181
$6.7M 0.03%
254,085
-21,826
182
$6.57M 0.03%
25,316
-935
183
$6.53M 0.03%
433,921
-63,507
184
$6.49M 0.03%
74,958
-556
185
– –
0
186
$6.39M 0.03%
30,801
+540
187
$6.25M 0.03%
71,643
+6,613
188
$6.15M 0.03%
+124,735
189
– –
0
190
– –
0
191
$5.93M 0.03%
84,238
-800
192
$5.89M 0.03%
2,278
193
$5.88M 0.03%
119,950
194
$5.82M 0.03%
156,880
+332
195
$5.74M 0.03%
43,143
-286
196
$5.73M 0.03%
23,519
-619
197
$5.73M 0.03%
132,029
+6,631
198
– –
0
199
$5.66M 0.03%
163,849
-1,258
200
$5.58M 0.03%
21,765
+485
6 7
8
9 10