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
$10.5B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.9M
3
+$18.8M
4
FMC icon
FMC
FMC
+$18.5M
5
MSFT icon
Microsoft
MSFT
+$15.4M

Top Sells

1
+$28M
2
+$19.9M
3
+$13.2M
4
SIVB
SVB Financial Group
SIVB
+$12.1M
5
OZK icon
Bank OZK
OZK
+$11.3M

Sector Composition

1 Healthcare 17.32%
2 Financials 15.62%
3 Technology 13.8%
4 Industrials 12.28%
5 Energy 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.93M 0.06%
28,250
+801
202
$5.89M 0.06%
103,198
-5,343
203
$5.83M 0.06%
229,533
204
$5.7M 0.05%
101,372
-2,118
205
$5.68M 0.05%
238,055
-60,660
206
$5.6M 0.05%
52,000
207
$5.58M 0.05%
154,185
-106,375
208
$5.58M 0.05%
78,909
-37,701
209
$5.5M 0.05%
203,277
+9,332
210
$5.49M 0.05%
41,538
+27,748
211
$5.43M 0.05%
105,565
-20,225
212
$5.34M 0.05%
46,601
-1,600
213
$5.33M 0.05%
465,210
-225,151
214
$5.25M 0.05%
87,934
-12,326
215
$5.21M 0.05%
150,840
+109,700
216
$5.11M 0.05%
74,346
+23,586
217
$5.1M 0.05%
470,895
-25,590
218
$5.09M 0.05%
67,710
-30,940
219
$4.92M 0.05%
237,401
-8,284
220
$4.88M 0.05%
224,265
-31,815
221
$4.82M 0.05%
70,088
-6,987
222
$4.81M 0.05%
+154,005
223
$4.81M 0.05%
66,658
+8,018
224
$4.8M 0.05%
63,482
-900
225
$4.77M 0.05%
77,164
-1,052
7 8
9
10 11