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
276
$924K 0.12%
21,823
277
$923K 0.12%
13,452
+171
278
$909K 0.12%
91,577
+17,651
279
$909K 0.12%
+68,415
280
$907K 0.12%
2,263
-1,933
281
$899K 0.12%
17,727
+8,732
282
$893K 0.12%
31,197
283
$886K 0.12%
112,348
+60,899
284
$880K 0.12%
28,365
+8,012
285
$878K 0.12%
49,458
+21,455
286
$876K 0.12%
5,509
287
$875K 0.12%
5,404
-1,777
288
$875K 0.12%
32,977
-525
289
$868K 0.12%
19,293
-4,825
290
$861K 0.12%
+3,235
291
$859K 0.12%
11,952
+4,925
292
$857K 0.12%
+106,173
293
$854K 0.12%
9,340
294
$852K 0.12%
7,573
+2,559
295
$848K 0.11%
9,381
296
$836K 0.11%
13,607
-1,080
297
$836K 0.11%
+32,080
298
$836K 0.11%
76,175
+21,359
299
$835K 0.11%
163,778
+96,527
300
$832K 0.11%
4,270
10 11
12
13 14