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
$22.2B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$44.8M
3
+$43.4M
4
MA icon
Mastercard
MA
+$36.4M
5
UNH icon
UnitedHealth
UNH
+$35.8M

Top Sells

1
+$158M
2
+$83.9M
3
+$56.3M
4
PYPL icon
PayPal
PYPL
+$52.8M
5
GHM icon
Graham Corp
GHM
+$47.9M

Sector Composition

1 Technology 26.13%
2 Industrials 20.5%
3 Healthcare 12.97%
4 Financials 9.2%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.65M 0.03%
54,597
+37,643
177
$7.47M 0.03%
164,714
+865
178
$7.29M 0.03%
1,453,135
+59,610
179
$7.29M 0.03%
31,087
+286
180
– –
0
181
$7.18M 0.03%
292,324
-530,620
182
$7.18M 0.03%
2,278
183
$7.14M 0.03%
43,685
+542
184
$7.07M 0.03%
84,388
+3,869
185
$7.05M 0.03%
134,159
+2,130
186
– –
0
187
$6.99M 0.03%
90,978
+6,740
188
$6.98M 0.03%
239,148
-14,937
189
$6.94M 0.03%
17,198
+5,429
190
$6.92M 0.03%
119,410
-540
191
$6.81M 0.03%
18,587
+182
192
– –
0
193
$6.43M 0.03%
80,766
+42,242
194
$6.41M 0.03%
22,688
-2,628
195
$6.38M 0.03%
410,921
-23,000
196
$6.34M 0.03%
159,693
+2,813
197
$6.3M 0.03%
15,597
198
$6.28M 0.03%
14,987
+2,448
199
– –
0
200
$6.2M 0.03%
16,932
-4,833
6 7
8
9 10