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
$765M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.65M
3
+$2.07M
4
SHAK icon
Shake Shack
SHAK
+$2.01M
5
SAM icon
Boston Beer
SAM
+$1.97M

Top Sells

1
+$3.49M
2
+$2.99M
3
+$2.99M
4
HON icon
Honeywell
HON
+$2.87M
5
IESC icon
IES Holdings
IESC
+$2.79M

Sector Composition

1 Technology 25.91%
2 Industrials 19.85%
3 Healthcare 17.13%
4 Financials 12.08%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.16M 0.15%
6,338
252
$1.15M 0.15%
15,110
+1,122
253
$1.15M 0.15%
24,160
+4,187
254
$1.15M 0.15%
24,853
+14,183
255
$1.15M 0.15%
219,076
-65,026
256
$1.14M 0.15%
108,847
+8,044
257
$1.14M 0.15%
7,940
-3,630
258
$1.14M 0.15%
66,910
+19,120
259
$1.13M 0.15%
18,331
260
$1.13M 0.15%
18,260
+5,215
261
$1.12M 0.15%
1,454
-1,623
262
$1.12M 0.15%
79,207
-23,780
263
$1.12M 0.15%
53,291
-15,865
264
$1.11M 0.15%
11,255
+3,215
265
$1.11M 0.14%
184,668
-56,690
266
$1.11M 0.14%
50,303
-31,896
267
$1.1M 0.14%
26,827
+5,456
268
$1.09M 0.14%
7,245
+1,600
269
$1.09M 0.14%
25,003
270
$1.09M 0.14%
36,460
-19,107
271
$1.08M 0.14%
+48,045
272
$1.08M 0.14%
25,534
-301
273
$1.08M 0.14%
8,583
-1,934
274
$1.07M 0.14%
6,848
275
$1.07M 0.14%
139,100
-41,641
9 10
11
12 13