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
326
$709K 0.1%
+42,675
327
$707K 0.1%
22,703
328
$705K 0.1%
81,078
+4,948
329
$704K 0.1%
13,603
+3,847
330
$704K 0.1%
+66,815
331
$704K 0.1%
167,206
+37,133
332
$702K 0.09%
32,118
+8,568
333
$702K 0.09%
+15,595
334
$700K 0.09%
18,848
335
$700K 0.09%
51,250
+38,990
336
$697K 0.09%
+18,560
337
$697K 0.09%
4,399
-859
338
$696K 0.09%
+19,016
339
$694K 0.09%
127,614
+33,703
340
$690K 0.09%
+328,789
341
$690K 0.09%
162,400
+43,293
342
$689K 0.09%
6,697
343
$688K 0.09%
+59,019
344
$685K 0.09%
45,878
345
$683K 0.09%
42,076
-20,504
346
$679K 0.09%
4,800
347
$678K 0.09%
23,069
-37,856
348
$678K 0.09%
26,472
+6,169
349
$674K 0.09%
18,294
350
$673K 0.09%
+25,997
12 13
14
15 16