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
$766M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.26M
3
+$2.09M
4
NWN icon
Northwest Natural Holdings
NWN
+$1.88M
5
TFIN icon
Triumph Financial Inc
TFIN
+$1.87M

Top Sells

1
+$5.13M
2
+$3.34M
3
+$2.62M
4
LXFR icon
Luxfer Holdings
LXFR
+$2.23M
5
CHX
ChampionX
CHX
+$2.18M

Sector Composition

1 Technology 23.84%
2 Industrials 18.51%
3 Healthcare 17.36%
4 Financials 13.03%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.07M 0.14%
13,924
+5,425
252
$1.06M 0.14%
121,770
253
$1.01M 0.13%
42,480
-2,802
254
$1.01M 0.13%
18,205
+7,909
255
$1.01M 0.13%
2,290
256
$1.01M 0.13%
+12,760
257
$1.01M 0.13%
19,442
-6,385
258
$1M 0.13%
15,479
-6,859
259
$999K 0.13%
33,349
260
$999K 0.13%
89,667
261
$997K 0.13%
311,557
262
$997K 0.13%
32,309
+7,243
263
$996K 0.13%
29,628
264
$993K 0.13%
6,270
+823
265
$989K 0.13%
20,444
-7,292
266
$986K 0.13%
49,931
267
$986K 0.13%
180,167
268
$985K 0.13%
10,574
269
$979K 0.13%
81,142
+69,213
270
$979K 0.13%
43,086
271
$978K 0.13%
9,956
272
$978K 0.13%
149,980
+25,155
273
$976K 0.13%
13,162
+4,340
274
$974K 0.13%
18,280
275
$971K 0.13%
14,445
9 10
11
12 13