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
426
$477K 0.06%
14,090
-955
427
$476K 0.06%
96,417
+80,907
428
$469K 0.06%
+10,960
429
$461K 0.06%
129,180
430
$458K 0.06%
8,838
431
$458K 0.06%
44,145
432
$456K 0.06%
11,519
433
$453K 0.06%
+7,250
434
$451K 0.06%
4,465
435
$450K 0.06%
+15,540
436
$446K 0.06%
+12,885
437
$445K 0.06%
+12,494
438
$442K 0.06%
9,305
439
$439K 0.06%
1,154
-486
440
$438K 0.06%
8,210
-20,253
441
$432K 0.06%
1,808
442
$432K 0.06%
+8,025
443
$431K 0.06%
5,096
+75
444
$427K 0.06%
9,105
+2,540
445
$426K 0.06%
6,734
+780
446
$419K 0.05%
69,796
-10,970
447
$418K 0.05%
8,735
+3,279
448
$417K 0.05%
+11,350
449
$412K 0.05%
+11,575
450
$412K 0.05%
1,605
+85
16 17
18
19 20