Ativo Capital Management LLC Diversified Active

CIK: 0001423065 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $235,715 (100.0% shares, 0.0% debt)

Holdings (129)

AerCap Holdings NV 5.0%
Value ($000) $11,805 Shares 200,965 Est. Cost $46.38 Unrealized
Alibaba Group Holding Ltd Sp A 4.4%
Value ($000) $10,402 Shares 45,879 Est. Cost $150.74 Unrealized
Check Point Software Tech Ltd 4.4%
Value ($000) $10,343 Shares 92,377 Est. Cost $106.53 Unrealized
Icon PLC 4.2%
Value ($000) $9,944 Shares 50,640 Est. Cost $132.09 Unrealized
SAP Sap SE Sp ADR 3.6%
Value ($000) $8,458 Shares 68,880 Est. Cost $80.79 Unrealized
Wipro Ltd Sp ADR 1 Sh 3.5%
Value ($000) $8,187 Shares 1,291,351 Est. Cost $4.35 Unrealized
INFY Infosys Ltd Sp ADR 2.3%
Value ($000) $5,344 Shares 285,466 Est. Cost $11.91 Unrealized
AAPL Apple Inc 1.8%
Value ($000) $4,152 Shares 33,992 Est. Cost $86.79 Unrealized +44.1%
TSM Taiwan Semiconductor Mfg Ltd S 1.5%
Value ($000) $3,471 Shares 29,342 Est. Cost $27.28 Unrealized
Alphabet Inc Cap Stock Cl A 1.4%
Value ($000) $3,290 Shares 1,595 Est. Cost $1107.57 Unrealized
Facebook Inc Cl A 1.3%
Value ($000) $3,035 Shares 10,303 Est. Cost $159.55 Unrealized
MSFT Microsoft Corp 1.2%
Value ($000) $2,762 Shares 11,715 Est. Cost $165.15 Unrealized +35.0%
Monster Beverage Corp 1.2%
Value ($000) $2,746 Shares 30,144 Est. Cost $62.69 Unrealized
BIDU Baidu Inc Sp ADR A 1.0%
Value ($000) $2,445 Shares 11,239 Est. Cost $217.55 Unrealized
Sibanye Stillwater Ltd Sp ADR 1.0%
Value ($000) $2,382 Shares 133,384 Est. Cost $15.89 Unrealized
Ihs Markit Ltd 1.0%
Value ($000) $2,344 Shares 24,219 Est. Cost $48.77 Unrealized
Accenture PLC Ireland Class A 1.0%
Value ($000) $2,316 Shares 8,385 Est. Cost $113.29 Unrealized
TMO Thermo Fisher Scientific Inc 1.0%
Value ($000) $2,298 Shares 5,036 Est. Cost $195.11 Unrealized +141.5%
Adobe Systems Inc 1.0%
Value ($000) $2,252 Shares 4,738 Est. Cost $194.86 Unrealized
Mastercard Incorporated 1.0%
Value ($000) $2,245 Shares 6,304 Est. Cost $114.07 Unrealized
Unitedhealth Group Inc 1.0%
Value ($000) $2,243 Shares 6,027 Est. Cost $207.27 Unrealized
HD Home Depot Inc 0.9%
Value ($000) $2,219 Shares 7,269 Est. Cost $171.59 Unrealized +42.5%
KLAC Kla Corporation 0.9%
Value ($000) $2,146 Shares 6,496 Est. Cost $220.47 Unrealized +29.7%
Verisk Analytics Inc 0.9%
Value ($000) $2,042 Shares 11,555 Est. Cost $88.04 Unrealized
TRMB Trimble Inc 0.9%
Value ($000) $2,017 Shares 25,930 Est. Cost $39.78 Unrealized +81.6%
TXN Texas Instruments Inc 0.8%
Value ($000) $1,997 Shares 10,568 Est. Cost $63.22 Unrealized +139.4%
S&P Global Inc 0.8%
Value ($000) $1,908 Shares 5,407 Est. Cost $140.89 Unrealized
Aon Plc 0.8%
Value ($000) $1,901 Shares 8,263 Est. Cost $165.05 Unrealized
iShares MSCI China A 0.8%
Value ($000) $1,873 Shares 45,523 Est. Cost $42.08 Unrealized
Canadian Pacific Railway Ltd 0.8%
Value ($000) $1,871 Shares 4,934 Est. Cost $255.42 Unrealized
SHECY Shin Etsu Chem Co Ltd ADR 0.8%
Value ($000) $1,842 Shares 43,430 Est. Cost $32.78 Unrealized
Zozo Inc Unsponsored ADR 0.8%
Value ($000) $1,832 Shares 312,440 Est. Cost $5.55 Unrealized
Dell Technologies Inc Cl C 0.8%
Value ($000) $1,827 Shares 20,728 Est. Cost $83.69 Unrealized
Anglo American PLC Sp ADR 0.8%
Value ($000) $1,824 Shares 91,884 Est. Cost $11.81 Unrealized
Broadcom Ltd 0.8%
Value ($000) $1,810 Shares 3,905 Est. Cost $318.60 Unrealized
RELX Relx PLC Sp ADR 0.8%
Value ($000) $1,777 Shares 70,627 Est. Cost $20.97 Unrealized
CGI Inc Cl A 0.8%
Value ($000) $1,772 Shares 21,292 Est. Cost $68.76 Unrealized
MCO Moodys Corp 0.8%
Value ($000) $1,768 Shares 5,922 Est. Cost $138.05 Unrealized +95.8%
BHP BHP GROUP LTD 0.7%
Value ($000) $1,733 Shares 24,971 Est. Cost $54.68 Unrealized
NTDOY Nintendo Ltd ADR 0.7%
Value ($000) $1,727 Shares 24,388 Est. Cost $71.24 Unrealized
TM Toyota Motor Corp Sp ADR 2 0.7%
Value ($000) $1,696 Shares 10,865 Est. Cost $120.94 Unrealized
Recruit Holdings Co Ltd Unspon 0.7%
Value ($000) $1,694 Shares 172,140 Est. Cost $8.41 Unrealized
Headhunter Group PLC Sp ADS 0.7%
Value ($000) $1,694 Shares 49,938 Est. Cost $15.97 Unrealized
OTEX Open Text Corp 0.7%
Value ($000) $1,656 Shares 34,704 Est. Cost $30.97 Unrealized +31.8%
SNPS Synopsys Inc 0.7%
Value ($000) $1,648 Shares 6,650 Est. Cost $69.10 Unrealized +267.5%
CDW Corp 0.7%
Value ($000) $1,637 Shares 9,877 Est. Cost $66.84 Unrealized
SHW Sherwin Williams Co 0.7%
Value ($000) $1,590 Shares 2,155 Est. Cost $148.27 Unrealized +53.8%
AME Ametek Inc 0.7%
Value ($000) $1,584 Shares 12,400 Est. Cost $50.18 Unrealized +133.0%
Cbre Group Inc 0.7%
Value ($000) $1,558 Shares 19,692 Est. Cost $52.99 Unrealized
ADI Analog Devices Inc 0.7%
Value ($000) $1,555 Shares 10,028 Est. Cost $89.35 Unrealized +58.0%
APH Amphenol Corp New 0.7%
Value ($000) $1,548 Shares 23,466 Est. Cost $22.38 Unrealized +38.7%
OMRNY Omron Corp Sp ADR 0.6%
Value ($000) $1,531 Shares 19,401 Est. Cost $78.56 Unrealized
McKesson Corp 0.6%
Value ($000) $1,512 Shares 7,755 Est. Cost $155.61 Unrealized
RY Royal Bank of Canada Montreal 0.6%
Value ($000) $1,503 Shares 16,298 Est. Cost $62.28 Unrealized +39.8%
Comcast Corp New 0.6%
Value ($000) $1,494 Shares 27,616 Est. Cost $44.47 Unrealized
BIO Bio Rad Laboratories Inc Cl A 0.6%
Value ($000) $1,487 Shares 2,604 Est. Cost $367.68 Unrealized +61.1%
Oracle Corp 0.6%
Value ($000) $1,479 Shares 21,081 Est. Cost $42.79 Unrealized
PHG Koninklijke Philips NV NY Reg 0.6%
Value ($000) $1,452 Shares 25,465 Est. Cost $38.17 Unrealized
AmerisourceBergen Corp 0.6%
Value ($000) $1,438 Shares 12,183 Est. Cost $83.20 Unrealized
Netease Inc Sp ADR 0.6%
Value ($000) $1,433 Shares 13,876 Est. Cost $165.69 Unrealized
D R Horton Inc 0.6%
Value ($000) $1,421 Shares 15,939 Est. Cost $68.93 Unrealized
Visa Inc Cl A 0.6%
Value ($000) $1,417 Shares 6,690 Est. Cost $105.74 Unrealized
Hp Inc 0.6%
Value ($000) $1,381 Shares 43,481 Est. Cost $27.26 Unrealized
Nvr Inc 0.6%
Value ($000) $1,378 Shares 293 Est. Cost $2988.87 Unrealized
Telus Corp 0.6%
Value ($000) $1,378 Shares 69,123 Est. Cost $24.31 Unrealized
AVY Avery Dennison Corp 0.6%
Value ($000) $1,368 Shares 7,448 Est. Cost $110.79 Unrealized +41.9%
MTD Mettler Toledo International 0.6%
Value ($000) $1,350 Shares 1,168 Est. Cost $1096.55 Unrealized +5.7%
Allegion Pub Ltd Co 0.6%
Value ($000) $1,344 Shares 10,695 Est. Cost $90.55 Unrealized
Laboratory Corp America Holdin 0.6%
Value ($000) $1,326 Shares 5,199 Est. Cost $161.74 Unrealized
ALL Allstate Corp 0.6%
Value ($000) $1,323 Shares 11,513 Est. Cost $94.25 Unrealized +3.7%
Vonovia SE ADR 0.6%
Value ($000) $1,317 Shares 40,100 Est. Cost $34.35 Unrealized
Verisign Inc 0.6%
Value ($000) $1,316 Shares 6,621 Est. Cost $193.26 Unrealized
PEG Public Service Enterprise Grou 0.6%
Value ($000) $1,314 Shares 21,829 Est. Cost $39.27 Unrealized +24.6%
Ameriprise Financial Inc 0.6%
Value ($000) $1,311 Shares 5,638 Est. Cost $151.11 Unrealized
Trane Technologies PLC 0.6%
Value ($000) $1,300 Shares 7,855 Est. Cost $82.61 Unrealized
RIO Rio Tinto PLC Sp ADR 0.6%
Value ($000) $1,298 Shares 16,710 Est. Cost $58.85 Unrealized
Ansys Inc 0.5%
Value ($000) $1,265 Shares 3,725 Est. Cost $178.57 Unrealized
SYK Stryker Corp 0.5%
Value ($000) $1,239 Shares 5,089 Est. Cost $89.33 Unrealized +155.0%
MKTAY Makita Corp Sp ADR 0.5%
Value ($000) $1,239 Shares 28,824 Est. Cost $48.20 Unrealized
INTC Intel Corp 0.5%
Value ($000) $1,232 Shares 19,257 Est. Cost $45.77 Unrealized +18.2%
GlaxoSmithKline PLC Sp ADR 0.5%
Value ($000) $1,214 Shares 34,026 Est. Cost $38.35 Unrealized
Novartis AG Sp ADR 0.5%
Value ($000) $1,208 Shares 14,132 Est. Cost $96.13 Unrealized
MAS Masco Corp 0.5%
Value ($000) $1,208 Shares 20,174 Est. Cost $51.02 Unrealized +0.2%
GMAB Genmab AS Sp ADS 0.5%
Value ($000) $1,198 Shares 36,492 Est. Cost $36.60 Unrealized
NVO Novo-Nordisk AS ADR 0.5%
Value ($000) $1,195 Shares 17,729 Est. Cost $63.73 Unrealized
Trend Micro Inc Sp ADR 0.5%
Value ($000) $1,194 Shares 23,723 Est. Cost $60.49 Unrealized
MRSH Marsh & McLennan Cos Inc 0.5%
Value ($000) $1,188 Shares 9,750 Est. Cost $93.00 Unrealized +15.1%
Booking Holdings Inc 0.5%
Value ($000) $1,186 Shares 509 Est. Cost $1801.17 Unrealized
UPS United Parcel Service Inc 0.5%
Value ($000) $1,179 Shares 6,937 Est. Cost $117.34 Unrealized +12.5%
Veolia Environnement Sp ADR 0.5%
Value ($000) $1,174 Shares 45,662 Est. Cost $21.21 Unrealized
PennyMac Financial Services In 0.5%
Value ($000) $1,172 Shares 17,534 Est. Cost $65.61 Unrealized
ROP Roper Technologies Inc 0.5%
Value ($000) $1,161 Shares 2,879 Est. Cost $216.89 Unrealized +79.7%
Edwards Lifesciences Corp 0.5%
Value ($000) $1,117 Shares 13,360 Est. Cost $69.13 Unrealized
JNJ Johnson & Johnson 0.5%
Value ($000) $1,103 Shares 6,710 Est. Cost $88.73 Unrealized +58.7%
FTS Fortis Inc 0.5%
Value ($000) $1,096 Shares 25,264 Est. Cost $27.08 Unrealized +25.5%
GD General Dynamics Corp 0.5%
Value ($000) $1,093 Shares 6,023 Est. Cost $106.60 Unrealized +37.9%
WU Western Un Co 0.5%
Value ($000) $1,082 Shares 43,879 Est. Cost $26.78 Unrealized
Sirius XM Holdings Inc 0.5%
Value ($000) $1,081 Shares 177,540 Est. Cost $5.56 Unrealized
TTWO Take-Two Interactive Software 0.5%
Value ($000) $1,070 Shares 6,055 Est. Cost $174.85 Unrealized +8.4%
Iqvia Holdings Inc 0.5%
Value ($000) $1,065 Shares 5,512 Est. Cost $99.03 Unrealized
Vale SA ADR 0.4%
Value ($000) $1,035 Shares 59,566 Est. Cost $17.38 Unrealized
AT&T Inc 0.4%
Value ($000) $1,021 Shares 33,727 Est. Cost $36.42 Unrealized
ORANY Orange Sp ADR 0.4%
Value ($000) $1,012 Shares 82,093 Est. Cost $15.57 Unrealized
B2Gold Corp 0.4%
Value ($000) $1,011 Shares 234,534 Est. Cost $5.72 Unrealized
Banco Santander Brasil SA ADS 0.4%
Value ($000) $991 Shares 140,497 Est. Cost $7.05 Unrealized
Intuitive Surgical Inc 0.4%
Value ($000) $959 Shares 1,298 Est. Cost $416.34 Unrealized
Companhia Paranaense Energy Co 0.4%
Value ($000) $954 Shares 757,424 Est. Cost $2.56 Unrealized
CTSH Cognizant Technology Solutions 0.4%
Value ($000) $946 Shares 12,113 Est. Cost $70.57 Unrealized +1.5%
AMGN Amgen Inc 0.4%
Value ($000) $897 Shares 3,606 Est. Cost $149.56 Unrealized +36.9%
Inmode Ltd 0.3%
Value ($000) $594 Shares 8,209 Est. Cost $28.34 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $575 Shares 2,608 Est. Cost $188.09 Unrealized 0.0%
Ferguson PLC 0.2%
Value ($000) $566 Shares 4,713 Est. Cost $120.09 Unrealized
Logitech Intl SA 0.2%
Value ($000) $513 Shares 4,909 Est. Cost $104.50 Unrealized
Daikin Industries Ltd Unsponso 0.2%
Value ($000) $504 Shares 24,950 Est. Cost $20.20 Unrealized
SGIOY Shionogi & Co Ltd Unsponsored 0.2%
Value ($000) $500 Shares 37,000 Est. Cost $13.51 Unrealized
TMUS T Mobile US Inc 0.2%
Value ($000) $496 Shares 3,958 Est. Cost $119.35 Unrealized +2.0%
Auto Trader Group PLC Unsponso 0.2%
Value ($000) $492 Shares 254,500 Est. Cost $2.02 Unrealized
ELV Anthem Inc 0.2%
Value ($000) $448 Shares 1,248 Est. Cost $263.43 Unrealized +14.2%
Otis Worldwide Corp 0.2%
Value ($000) $421 Shares 6,144 Est. Cost $58.34 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $362 Shares 2,667 Est. Cost $45.12 Unrealized -4.0%
Paypal Hldgs Inc 0.1%
Value ($000) $307 Shares 1,266 Est. Cost $242.50 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $296 Shares 1,558 Est. Cost $156.97 Unrealized 0.0%
PGR Progressive Corp Ohio 0.1%
Value ($000) $291 Shares 3,045 Est. Cost $80.60 Unrealized +0.5%
Costco Wholesale Corp 0.1%
Value ($000) $276 Shares 783 Est. Cost $352.49 Unrealized
HUM Humana Inc 0.1%
Value ($000) $262 Shares 626 Est. Cost $383.05 Unrealized -0.4%
Mobile Telesystems PJSC Sp ADR 0.1%
Value ($000) $243 Shares 29,137 Est. Cost $9.27 Unrealized
CSX CSX Corp 0.1%
Value ($000) $237 Shares 2,460 Est. Cost $28.57 Unrealized 0.0%
NSC Norfolk Southern Corp 0.1%
Value ($000) $233 Shares 867 Est. Cost $228.85 Unrealized 0.0%
Tencent Music Entertainment Gr 0.1%
Value ($000) $233 Shares 11,371 Est. Cost $19.24 Unrealized