LCM

Legato Capital Management Portfolio holdings

AUM $839M
1-Year Est. Return 42.09%
This Quarter Est. Return
1 Year Est. Return
+42.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$839M
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.32M
3
+$1.96M
4
TFIN icon
Triumph Financial Inc
TFIN
+$1.92M
5
GOOGL icon
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
SR icon
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
SYK icon
51
Stryker
SYK
$136B
$3.44M 0.41%
8,687
+23
WMT icon
52
Walmart
WMT
$807B
$3.41M 0.41%
34,865
JNJ icon
53
Johnson & Johnson
JNJ
$455B
$3.34M 0.4%
21,888
FSLR icon
54
First Solar
FSLR
$28.6B
$3.31M 0.39%
20,000
MIR icon
55
Mirion Technologies
MIR
$7.18B
$3.24M 0.39%
150,639
+14,514
VRNA
56
DELISTED
Verona Pharma
VRNA
$3.24M 0.39%
34,213
+8,482
JPM icon
57
JPMorgan Chase
JPM
$847B
$3.18M 0.38%
10,985
AMT icon
58
American Tower
AMT
$83.8B
$3.16M 0.38%
14,300
ON icon
59
ON Semiconductor
ON
$20.5B
$3.14M 0.37%
60,000
HUBS icon
60
HubSpot
HUBS
$25.9B
$3.06M 0.36%
5,500
OSIS icon
61
OSI Systems
OSIS
$4.73B
$3.05M 0.36%
13,584
-2,630
WFC icon
62
Wells Fargo
WFC
$274B
$3M 0.36%
37,484
CB icon
63
Chubb
CB
$109B
$2.96M 0.35%
10,200
CRDO icon
64
Credo Technology Group
CRDO
$32.5B
$2.93M 0.35%
31,672
+25,073
AMSC icon
65
American Superconductor
AMSC
$2.67B
$2.88M 0.34%
78,562
+34,199
WHD icon
66
Cactus
WHD
$3.04B
$2.87M 0.34%
65,592
+44,811
GS icon
67
Goldman Sachs
GS
$244B
$2.82M 0.34%
3,978
SHO icon
68
Sunstone Hotel Investors
SHO
$1.68B
$2.69M 0.32%
309,441
+1,570
LINC icon
69
Lincoln Educational Services
LINC
$614M
$2.64M 0.31%
114,473
-311
MTZ icon
70
MasTec
MTZ
$16.1B
$2.63M 0.31%
15,458
+1,600
JBI icon
71
Janus International
JBI
$1.33B
$2.63M 0.31%
323,520
+2,090
LKQ icon
72
LKQ Corp
LKQ
$8.18B
$2.62M 0.31%
70,797
WDAY icon
73
Workday
WDAY
$64.1B
$2.62M 0.31%
10,900
ARIS
74
DELISTED
Aris Water Solutions
ARIS
$2.6M 0.31%
109,989
+7,176
BELFB
75
Bel Fuse Inc Class B
BELFB
$1.95B
$2.57M 0.31%
26,273
+4,563
1 2
3
4 5