LCM

Legato Capital Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 45.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$742M
AUM Growth
-$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.4M
3
+$2.09M
4
MAS icon
Masco
MAS
+$1.75M
5
DJCO icon
Daily Journal
DJCO
+$1.72M

Top Sells

1
+$4.52M
2
+$3.21M
3
+$3.19M
4
NVDA icon
NVIDIA
NVDA
+$3.03M
5
DIS icon
Walt Disney
DIS
+$2.69M

Sector Composition

1 Technology 23.79%
2 Industrials 20.66%
3 Healthcare 19.12%
4 Financials 11.72%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$770K 0.1%
+35,089
327
$765K 0.1%
+14,613
328
$765K 0.1%
1,715
-575
329
$760K 0.1%
75,031
330
$759K 0.1%
209,702
+81,648
331
$757K 0.1%
+11,603
332
$757K 0.1%
+13,148
333
$749K 0.1%
21,366
+5,291
334
$743K 0.1%
3,830
335
$742K 0.1%
47,801
336
$734K 0.1%
27,703
337
$726K 0.1%
8,646
-6,137
338
$720K 0.1%
24,266
+4,020
339
$719K 0.1%
5,575
+1,965
340
$718K 0.1%
69,213
-11,929
341
$716K 0.1%
6,637
-15,282
342
$711K 0.1%
234,424
343
$711K 0.1%
35,625
-12,130
344
$711K 0.1%
25,476
345
$711K 0.1%
391
-499
346
$707K 0.1%
12,868
+7,503
347
$707K 0.1%
6,848
348
$701K 0.09%
4,470
-2,380
349
$699K 0.09%
5,580
-390
350
$699K 0.09%
52,560
+11,975
12 13
14
15 16