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
201
$5.44M 0.03%
18,405
-1,113
202
$5.34M 0.03%
34,085
-10,429
203
$5.34M 0.03%
63,429
+3,331
204
$5.28M 0.03%
107,365
-618
205
$5.21M 0.03%
31,842
-728
206
$5.2M 0.03%
137,356
-5,235
207
$4.92M 0.02%
100,990
+38,170
208
$4.89M 0.02%
523,709
-13,700
209
$4.86M 0.02%
165,316
+1,458
210
$4.79M 0.02%
22,461
+855
211
$4.78M 0.02%
15,597
212
$4.77M 0.02%
19,911
-462
213
$4.7M 0.02%
23,174
+1,654
214
$4.69M 0.02%
11,769
+2,610
215
$4.65M 0.02%
66,350
+42,397
216
$4.65M 0.02%
114,297
-16,437
217
$4.62M 0.02%
124,133
+17,786
218
– –
0
219
$4.5M 0.02%
5,431
220
$4.47M 0.02%
12,539
-168
221
$4.47M 0.02%
80,519
+1,985
222
$4.44M 0.02%
313,831
-1,588
223
$4.4M 0.02%
57,385
+1,311
224
$4.39M 0.02%
46,713
-54
225
$4.38M 0.02%
70,049
+8,719
7 8
9
10 11