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
$742M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.06M
3
+$2.75M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
TRIP icon
TripAdvisor
TRIP
+$2.45M

Top Sells

1
+$4.19M
2
+$2.45M
3
+$2.41M
4
FRPT icon
Freshpet
FRPT
+$2.1M
5
EVR icon
Evercore
EVR
+$2.04M

Sector Composition

1 Technology 25.12%
2 Healthcare 18.55%
3 Industrials 17.08%
4 Financials 12.18%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
51
Walmart
WMT
$807B
$3.06M 0.41%
34,865
PLMR icon
52
Palomar
PLMR
$3.05B
$3.05M 0.41%
22,216
+16,296
ERJ icon
53
Embraer
ERJ
$11.8B
$3.03M 0.41%
65,547
-356
LKQ icon
54
LKQ Corp
LKQ
$8.18B
$3.01M 0.41%
70,797
+7,571
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.03T
$2.92M 0.39%
5,479
SIGA icon
56
SIGA Technologies
SIGA
$593M
$2.92M 0.39%
532,441
SHO icon
57
Sunstone Hotel Investors
SHO
$1.68B
$2.9M 0.39%
307,871
CSCO icon
58
Cisco
CSCO
$288B
$2.85M 0.38%
46,250
VEEV icon
59
Veeva Systems
VEEV
$47.7B
$2.85M 0.38%
12,300
+6,600
STGW icon
60
Stagwell
STGW
$1.23B
$2.84M 0.38%
469,290
MMS icon
61
Maximus
MMS
$4.68B
$2.77M 0.37%
40,570
+8,436
DDOG icon
62
Datadog
DDOG
$56.8B
$2.73M 0.37%
27,500
+14,500
AYI icon
63
Acuity Brands
AYI
$11.2B
$2.7M 0.36%
10,247
DOX icon
64
Amdocs
DOX
$9.27B
$2.7M 0.36%
29,462
+2,832
JPM icon
65
JPMorgan Chase
JPM
$847B
$2.69M 0.36%
10,985
WFC icon
66
Wells Fargo
WFC
$274B
$2.69M 0.36%
37,484
BWXT icon
67
BWX Technologies
BWXT
$19.5B
$2.65M 0.36%
26,875
-2,493
REVG icon
68
REV Group
REVG
$2.5B
$2.58M 0.35%
81,742
-29,576
BMY icon
69
Bristol-Myers Squibb
BMY
$93.8B
$2.57M 0.35%
42,146
WDAY icon
70
Workday
WDAY
$64.1B
$2.55M 0.34%
10,900
+5,285
INVX
71
Innovex International
INVX
$1.38B
$2.53M 0.34%
140,970
-7,824
FSLR icon
72
First Solar
FSLR
$28.6B
$2.53M 0.34%
20,000
+12,473
CLX icon
73
Clorox
CLX
$13.7B
$2.52M 0.34%
17,100
+8,791
DRS icon
74
Leonardo DRS
DRS
$9.73B
$2.47M 0.33%
75,255
-1,164
TRIP icon
75
TripAdvisor
TRIP
$1.87B
$2.45M 0.33%
+172,890
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3
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