LCM

Legato Capital Management Portfolio holdings

AUM $918M
1-Year Est. Return 45.32%
This Quarter Est. Return
1 Year Est. Return
+45.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$918M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.75M
3
+$2.66M
4
ROAD icon
Construction Partners
ROAD
+$1.97M
5
NVDA icon
NVIDIA
NVDA
+$1.87M

Top Sells

1
+$3.89M
2
+$3.24M
3
+$2.69M
4
BAC icon
Bank of America
BAC
+$2.21M
5
AMGN icon
Amgen
AMGN
+$2.19M

Sector Composition

1 Technology 27.75%
2 Industrials 21.73%
3 Healthcare 15.84%
4 Consumer Discretionary 10.72%
5 Financials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
126
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.07M 0.23%
4,110
MAS icon
127
Masco
MAS
$13.7B
$2.06M 0.22%
29,333
PATK icon
128
Patrick Industries
PATK
$3.69B
$2.06M 0.22%
19,934
+8,525
CATY icon
129
Cathay General Bancorp
CATY
$3.5B
$2.05M 0.22%
42,779
+10,357
ALSN icon
130
Allison Transmission
ALSN
$8.27B
$2.04M 0.22%
24,032
MBUU icon
131
Malibu Boats
MBUU
$563M
$2.04M 0.22%
62,771
+32,492
SHOO icon
132
Steven Madden
SHOO
$3.13B
$2.03M 0.22%
60,725
-15,296
ELV icon
133
Elevance Health
ELV
$76.6B
$2.03M 0.22%
6,286
+853
SKT icon
134
Tanger
SKT
$3.97B
$2.02M 0.22%
59,589
SIRI icon
135
SiriusXM
SIRI
$7.26B
$1.99M 0.22%
85,500
EVR icon
136
Evercore
EVR
$13.2B
$1.98M 0.22%
5,871
-582
MTSI icon
137
MACOM Technology Solutions
MTSI
$13.1B
$1.97M 0.22%
15,864
SSNC icon
138
SS&C Technologies
SSNC
$21.4B
$1.97M 0.21%
22,230
+3,458
THFF icon
139
First Financial Corp
THFF
$771M
$1.97M 0.21%
34,873
+4,968
QCRH icon
140
QCR Holdings
QCRH
$1.46B
$1.95M 0.21%
25,759
+6,287
EXTR icon
141
Extreme Networks
EXTR
$2.26B
$1.95M 0.21%
94,260
+21,120
WHD icon
142
Cactus
WHD
$3.07B
$1.94M 0.21%
49,145
-16,447
WCC icon
143
WESCO International
WCC
$12.2B
$1.93M 0.21%
9,136
-2,797
WTFC icon
144
Wintrust Financial
WTFC
$9.5B
$1.9M 0.21%
14,370
BMY icon
145
Bristol-Myers Squibb
BMY
$109B
$1.9M 0.21%
42,146
WEC icon
146
WEC Energy
WEC
$34.3B
$1.89M 0.21%
16,482
ACIW icon
147
ACI Worldwide
ACIW
$5.01B
$1.89M 0.21%
35,752
+5,774
MRCY icon
148
Mercury Systems
MRCY
$4.19B
$1.86M 0.2%
24,085
SMTC icon
149
Semtech
SMTC
$6.55B
$1.86M 0.2%
26,076
+11,390
HP icon
150
Helmerich & Payne
HP
$2.72B
$1.85M 0.2%
83,974
-32,853
4 5
6
7 8