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
301
$829K 0.11%
17,221
+11,707
302
$822K 0.11%
+4,280
303
$811K 0.11%
2,082
-789
304
$811K 0.11%
31,857
305
$809K 0.11%
412,582
+109,595
306
$807K 0.11%
12,321
307
$807K 0.11%
8,862
+1,901
308
$803K 0.11%
3,704
309
$790K 0.11%
10,721
310
$781K 0.11%
27,413
+3,021
311
$776K 0.1%
6,385
312
$774K 0.1%
6,571
313
$770K 0.1%
21,697
-18,592
314
$767K 0.1%
7,874
315
$767K 0.1%
19,963
-6,481
316
$757K 0.1%
494,723
+234,833
317
$755K 0.1%
9,423
318
$754K 0.1%
10,766
319
$752K 0.1%
4,574
320
$747K 0.1%
102,787
+27,208
321
$743K 0.1%
7,961
322
$732K 0.1%
3,700
323
$728K 0.1%
74,267
+38,158
324
$719K 0.1%
122,056
+32,512
325
$717K 0.1%
+8,450
11 12
13
14 15