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
351
$672K 0.09%
8,062
352
$671K 0.09%
100,037
+28,354
353
$671K 0.09%
+10,097
354
$671K 0.09%
22,309
355
$665K 0.09%
+4,160
356
$664K 0.09%
33,463
-31,663
357
$663K 0.09%
45,231
+27,874
358
$662K 0.09%
18,749
+5,635
359
$662K 0.09%
+8,735
360
$648K 0.09%
240,177
+63,534
361
$646K 0.09%
+22,267
362
$643K 0.09%
24,941
-7,197
363
$641K 0.09%
7,570
+2,730
364
$638K 0.09%
6,005
365
$630K 0.09%
53,366
366
$628K 0.08%
52,652
-15,327
367
$627K 0.08%
+10,543
368
$624K 0.08%
7,915
369
$623K 0.08%
43,923
+8,635
370
$622K 0.08%
+489,384
371
$621K 0.08%
+22,650
372
$621K 0.08%
+1,660
373
$620K 0.08%
4,026
374
$618K 0.08%
6,665
375
$615K 0.08%
40,676
+10,767
13 14
15
16 17