Anna Nikiforova
@King Luther Capital Management Corp
Latest period2024 - Q3ReportedManaged Assets$23.298BTotal holdings600
Assets growth rate5%Assets growth rate (2-Q avg)2.55%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in King Luther Capital Management Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 600 positions.
Assets under management
The assets under management (AUM) of King Luther Capital Management Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 23.298B in assets, with a quarterly growth rate of 5% and a 2-quarter average growth rate of 2.55%. The portfolio is managed by Anna Nikiforova, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GTLSChart Inds Inc
| 0.55% | $128.1M 1.032M shares@ $124.15 avg price | Increased 2.91% |
LLYLilly Eli & Co
| 0.51% | $118.434M 133,682 shares@ $885.94 avg price | Increased 3.49% |
UNHUnitedhealth Group Inc
| 0.49% | $113.197M 193,605 shares@ $584.69 avg price | Increased 8.12% |
WMTWal Mart Stores Inc
| 0.43% | $98.762M 1.223M shares@ $80.76 avg price | Increased 1.06% |
SHWSherwin Williams Co
| 0.41% | $94.58M 247,806 shares@ $381.67 avg price | Increased 9.92% |
BRK.BBerkshire Hathaway Inc Del
| 0.41% | $93.756M 203,703 shares@ $460.26 avg price | Increased 0.6% |
WPMWheaton Precious Metals Corp
| 0.4% | $91.683M 1.501M shares@ $61.09 avg price | Increased 48.06% |
NEOGNeogen Corp
| 0.37% | $85.429M 5.082M shares@ $16.81 avg price | Increased 0.15% |
MAMastercard Inc
| 0.33% | $76.677M 155,280 shares@ $493.8 avg price | Increased 4.2% |
PFEPfizer Inc
| 0.32% | $72.379M 2.501M shares@ $28.94 avg price | Increased 6.11% |