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
$739M
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$6.18M
3
+$6.04M
4
IESC icon
IES Holdings
IESC
+$5.43M
5
WINA icon
Winmark
WINA
+$5.03M

Top Sells

1
+$2.41M
2
+$2M
3
+$1.88M
4
MSFT icon
Microsoft
MSFT
+$1.67M
5
AVGO icon
Broadcom
AVGO
+$1.63M

Sector Composition

1 Technology 24.26%
2 Healthcare 19.23%
3 Industrials 18.64%
4 Financials 10.49%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.12M 0.15%
28,459
+8,069
227
$1.12M 0.15%
6,131
228
$1.12M 0.15%
15,376
+1,905
229
$1.1M 0.15%
+28,086
230
$1.1M 0.15%
109,330
+29,105
231
$1.1M 0.15%
67,733
+37,690
232
$1.1M 0.15%
34,041
+19,356
233
$1.09M 0.15%
162,351
+148,362
234
$1.09M 0.15%
69,417
+8,262
235
$1.09M 0.15%
51,569
+14,589
236
$1.09M 0.15%
24,617
-10,830
237
$1.08M 0.15%
+29,047
238
$1.08M 0.15%
11,726
239
$1.08M 0.15%
4,792
-3,503
240
$1.08M 0.15%
56,210
+30,257
241
$1.07M 0.15%
59,441
+24,925
242
$1.07M 0.14%
5,445
+1,514
243
$1.07M 0.14%
67,633
+38,125
244
$1.07M 0.14%
+275,924
245
$1.06M 0.14%
116,402
+30,981
246
$1.06M 0.14%
4,865
247
$1.05M 0.14%
310,530
+127,954
248
$1.05M 0.14%
10,614
249
$1.04M 0.14%
87,826
+24,771
250
$1.03M 0.14%
+97,893
8 9
10
11 12