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
251
$1.02M 0.14%
47,077
252
$1.02M 0.14%
9,173
+2,901
253
$1.02M 0.14%
736
+494
254
$1.02M 0.14%
13,752
255
$1.02M 0.14%
32,699
+10,029
256
$1.01M 0.14%
103,597
+27,587
257
$1.01M 0.14%
46,530
+9,063
258
$1.01M 0.14%
39,766
+6,324
259
$1M 0.14%
24,909
+13,043
260
$995K 0.13%
+206,851
261
$995K 0.13%
+17,111
262
$994K 0.13%
19,908
+13,383
263
$990K 0.13%
+23,599
264
$989K 0.13%
11,698
-11,339
265
$986K 0.13%
70,061
+22,751
266
$976K 0.13%
3,420
+1,765
267
$968K 0.13%
+87,194
268
$965K 0.13%
102,443
+42,239
269
$964K 0.13%
16,195
270
$955K 0.13%
65,911
-7,562
271
$952K 0.13%
11,347
+733
272
$945K 0.13%
31,177
+8,779
273
$936K 0.13%
82,586
-46,176
274
$924K 0.12%
+93,583
275
$924K 0.12%
+10,870
9 10
11
12 13