LCM
Legato Capital Management Portfolio holdings
AUM
$918M
1-Year Est. Return
45.32%
This Fund
S&P 500
1 Year Est. Return
+45.32%
AUM
$839M
AUM Growth
+$97.1M
(+13%)
Holding
636
Top Buys
| 1 | +$2.48M | |
| 2 | +$2.32M | |
| 3 | +$1.96M | |
| 4 |
Triumph Financial Inc
TFIN
|
+$1.92M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.86M |
Top Sells
| 1 | +$3.68M | |
| 2 | +$2.84M | |
| 3 | +$2.45M | |
| 4 |
NUTX
Nutex Health
NUTX
|
+$2.02M |
| 5 |
Spire
SR
|
+$1.93M |
Sector Composition
| 1 | Technology | 27.91% |
| 2 | Industrials | 19.41% |
| 3 | Healthcare | 15.62% |
| 4 | Financials | 10.98% |
| 5 | Consumer Discretionary | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Treace Medical Concepts
TMCI
$148M
| – | – |
-56,220
|
|
||
627
Turning Point Brands
TPB
$2.31B
| – | – |
-3,884
|
|
||
628
Travere Therapeutics
TVTX
$2.78B
| – | – |
-32,731
|
|
||
629
United Natural Foods
UNFI
$2.27B
| – | – |
-20,940
|
|
||
630
Upland Software
UPLD
$38.4M
| – | – |
-10,071
|
|
||
631
Vera Therapeutics
VERA
$3.07B
| – | – |
-13,317
|
|
||
632
Workiva
WK
$4.32B
| – | – |
-5,041
|
|
||
633
BrightSpring Health Services
BTSG
$7.08B
| – | – |
-66,130
|
|
||
|
AIOT
634
PowerFleet Inc
AIOT
$684M
| – | – |
-178,477
|
|