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
$15.8B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$20.2M
3
+$16.5M
4
SPT icon
Sprout Social
SPT
+$14.4M
5
IEX icon
IDEX
IEX
+$12.6M

Top Sells

1
+$48.7M
2
+$34M
3
+$33.9M
4
GNRC icon
Generac Holdings
GNRC
+$21.6M
5
KEX icon
Kirby Corp
KEX
+$16.6M

Sector Composition

1 Technology 22.53%
2 Healthcare 18.51%
3 Industrials 13.03%
4 Financials 11.74%
5 Consumer Discretionary 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.25M 0.02%
13,649
-8,003
202
$3.21M 0.02%
43,067
-21,990
203
$3.2M 0.02%
61,654
204
$3.13M 0.02%
23,725
+7,250
205
$3.09M 0.02%
18,522
+1,121
206
$3.04M 0.02%
224,800
-17,600
207
$3.04M 0.02%
+110,735
208
$3.03M 0.02%
42,270
-13,120
209
$3.01M 0.02%
8,994
-4,431
210
$2.99M 0.02%
23,060
-11,690
211
$2.98M 0.02%
34,135
-1,500
212
$2.97M 0.02%
23,400
+10,100
213
$2.97M 0.02%
7,748
-253
214
$2.97M 0.02%
70,674
+51,674
215
$2.96M 0.02%
573,485
+282,485
216
$2.92M 0.02%
22,743
-750
217
$2.89M 0.02%
81,821
+11,086
218
$2.88M 0.02%
3,692
-322
219
$2.83M 0.02%
71,135
-3,055
220
– –
0
221
$2.81M 0.02%
10,127
+599
222
$2.79M 0.02%
43,915
-6,609
223
$2.76M 0.02%
44,334
+8,706
224
$2.73M 0.02%
27,073
225
$2.71M 0.02%
2,301
+13
7 8
9
10 11