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
201
$8.88M 0.09%
110,038
+52,794
202
$8.8M 0.09%
226,657
-3,608
203
$8.58M 0.08%
48,860
-28,295
204
$8.43M 0.08%
530,510
205
$8.35M 0.08%
539,955
-48,920
206
$8.2M 0.08%
118,912
+137
207
$8.11M 0.08%
272,295
+49,400
208
$8M 0.08%
265,144
-7,642
209
$7.75M 0.08%
134,756
-11,889
210
$7.74M 0.08%
138,151
-6,785
211
$7.66M 0.07%
141,908
-2,450
212
$7.66M 0.07%
319,800
-14,600
213
$7.59M 0.07%
55,200
+53,030
214
$7.47M 0.07%
276,831
-55,251
215
$7.43M 0.07%
834,485
+727,785
216
$7.43M 0.07%
180,233
-111,945
217
$7.37M 0.07%
404,824
-380,525
218
$7.3M 0.07%
509,289
-289,567
219
$7.27M 0.07%
82,647
-963
220
$7.05M 0.07%
+173,890
221
$7.01M 0.07%
82,480
-8,625
222
$6.83M 0.07%
+120,510
223
$6.48M 0.06%
18,139
-371
224
$6.46M 0.06%
237,030
+100
225
$6.39M 0.06%
109,690
-8,415
7 8
9
10 11