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
$765M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.65M
3
+$2.07M
4
SHAK icon
Shake Shack
SHAK
+$2.01M
5
SAM icon
Boston Beer
SAM
+$1.97M

Top Sells

1
+$3.49M
2
+$2.99M
3
+$2.99M
4
HON icon
Honeywell
HON
+$2.87M
5
IESC icon
IES Holdings
IESC
+$2.79M

Sector Composition

1 Technology 25.91%
2 Industrials 19.85%
3 Healthcare 17.13%
4 Financials 12.08%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$777K 0.1%
9,790
+5,110
352
$774K 0.1%
30,769
-9,642
353
$774K 0.1%
4,560
-1,640
354
$774K 0.1%
28,640
355
$772K 0.1%
5,504
356
$768K 0.1%
25,075
+2,644
357
$766K 0.1%
48,123
+11,705
358
$764K 0.1%
23,016
-46,387
359
$762K 0.1%
10,642
-2,859
360
$761K 0.1%
5,013
-1,209
361
$756K 0.1%
33,622
+2,483
362
$749K 0.1%
10,823
-20,396
363
$745K 0.1%
+23,096
364
$743K 0.1%
+2,890
365
$743K 0.1%
10,061
-3,434
366
$743K 0.1%
7,149
-1,406
367
$742K 0.1%
43,285
-17,347
368
$741K 0.1%
61,911
-19,443
369
$739K 0.1%
+33,275
370
$738K 0.1%
44,276
371
$737K 0.1%
9,005
-2,627
372
$735K 0.1%
177,189
-51,593
373
$732K 0.1%
20,335
+6,530
374
$724K 0.09%
30,641
-7,395
375
$724K 0.09%
+25,890
13 14
15
16 17