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
$1.16B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$6.65M
3 +$5.66M
4
NVDA icon
NVIDIA
NVDA
+$4.24M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1 +$6.75M
2 +$3.77M
3 +$3.27M
4
AMT icon
American Tower
AMT
+$2.75M
5
WDAY icon
Workday
WDAY
+$2.62M

Sector Composition

1 Technology 25.11%
2 Industrials 18.78%
3 Healthcare 17.72%
4 Financials 13.81%
5 Consumer Discretionary 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESE icon
676
ESCO Technologies
ESE
$6.89B
$303K 0.03%
1,551
-12,026
SFNC icon
677
Simmons First National
SFNC
$2.71B
$300K 0.03%
15,906
-17,200
DUOL icon
678
Duolingo
DUOL
$4.79B
$291K 0.03%
+1,657
USCB icon
679
USCB Financial Holdings
USCB
$334M
$290K 0.03%
+15,747
IBKR icon
680
Interactive Brokers
IBKR
$30.4B
$290K 0.02%
+4,502
OLMA icon
681
Olema Pharmaceuticals
OLMA
$1.33B
$289K 0.02%
+11,554
QDEL icon
682
QuidelOrtho
QDEL
$1.2B
$288K 0.02%
+10,075
HOPE icon
683
Hope Bancorp
HOPE
$1.39B
$286K 0.02%
26,080
-23,920
RAMP icon
684
LiveRamp
RAMP
$1.75B
$285K 0.02%
+9,694
CORZ icon
685
Core Scientific
CORZ
$5.35B
$282K 0.02%
19,353
-5,823
LKFN icon
686
Lakeland Financial Corp
LKFN
$1.44B
$277K 0.02%
4,861
-4,491
UCTT
687
Ultra Clean Holdings
UCTT
$2.53B
$277K 0.02%
10,918
-10,397
HWKN icon
688
Hawkins
HWKN
$3B
$276K 0.02%
+1,946
BL icon
689
BlackLine
BL
$2.12B
$272K 0.02%
4,923
-4,548
BIRK icon
690
Birkenstock
BIRK
$6.95B
$268K 0.02%
+6,543
CWT icon
691
California Water Service
CWT
$2.69B
$264K 0.02%
6,103
-5,745
NGVT icon
692
Ingevity
NGVT
$2.32B
$257K 0.02%
4,339
+451
BCAL icon
693
Southern California Bancorp
BCAL
$569M
$255K 0.02%
+13,651
EEFT icon
694
Euronet Worldwide
EEFT
$2.78B
$252K 0.02%
3,306
+461
MBUU icon
695
Malibu Boats
MBUU
$482M
$247K 0.02%
8,760
-54,011
GWRE icon
696
Guidewire Software
GWRE
$13.8B
$240K 0.02%
+1,195
PLAB icon
697
Photronics
PLAB
$2B
$240K 0.02%
7,485
-24,307
UBER icon
698
Uber
UBER
$154B
$239K 0.02%
+2,930
DOCS icon
699
Doximity
DOCS
$4.54B
$239K 0.02%
5,397
+722
PLOW icon
700
Douglas Dynamics
PLOW
$955M
$237K 0.02%
7,269
-32,997