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
$742M
AUM Growth
-$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.4M
3
+$2.09M
4
MAS icon
Masco
MAS
+$1.75M
5
DJCO icon
Daily Journal
DJCO
+$1.72M

Top Sells

1
+$4.52M
2
+$3.21M
3
+$3.19M
4
NVDA icon
NVIDIA
NVDA
+$3.03M
5
DIS icon
Walt Disney
DIS
+$2.69M

Sector Composition

1 Technology 23.79%
2 Industrials 20.66%
3 Healthcare 19.12%
4 Financials 11.72%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.91M 0.26%
2,243
-1,260
127
$1.91M 0.26%
79,877
-27,375
128
$1.9M 0.26%
13,102
-2,113
129
$1.88M 0.25%
34,651
-3,810
130
$1.87M 0.25%
18,578
-6,204
131
$1.86M 0.25%
86,350
+7,572
132
$1.86M 0.25%
105,318
133
$1.84M 0.25%
8,156
134
$1.83M 0.25%
256,481
135
$1.83M 0.25%
23,150
+3,231
136
$1.82M 0.25%
153,578
137
$1.82M 0.25%
90,997
138
$1.82M 0.25%
64,586
139
$1.82M 0.25%
107,217
+6,733
140
$1.82M 0.24%
18,018
+4,241
141
$1.82M 0.24%
23,001
-10,540
142
$1.81M 0.24%
60,049
-13,348
143
$1.81M 0.24%
46,145
-15,466
144
$1.8M 0.24%
72,505
-6,288
145
$1.8M 0.24%
3,057
146
$1.79M 0.24%
29,800
+9,486
147
$1.78M 0.24%
14,847
148
$1.75M 0.24%
25,487
149
$1.74M 0.23%
6,411
-5,378
150
$1.73M 0.23%
3,440
-2,695
4 5
6
7 8