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
301
$855K 0.11%
+226,174
302
$854K 0.11%
8,988
303
$846K 0.11%
+71,370
304
$840K 0.11%
+2,245
305
$836K 0.11%
17,530
+8,780
306
$826K 0.11%
472,150
307
$824K 0.11%
36,812
+3,476
308
$823K 0.11%
+25,621
309
$821K 0.11%
11,462
+6,491
310
$819K 0.11%
20,320
+7,395
311
$815K 0.11%
57,404
-2,246
312
$814K 0.11%
65,791
313
$812K 0.11%
+58,062
314
$811K 0.11%
12,331
+4,119
315
$802K 0.1%
5,415
+1,389
316
$800K 0.1%
18,493
+1,860
317
$799K 0.1%
26,381
318
$799K 0.1%
25,476
319
$796K 0.1%
81,354
-35,209
320
$794K 0.1%
25,940
321
$780K 0.1%
69,012
-50,245
322
$777K 0.1%
98,933
323
$768K 0.1%
27,976
+12,407
324
$766K 0.1%
12,196
+1,498
325
$762K 0.1%
24,069
11 12
13
14 15