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
451
$460K 0.06%
5,999
+1,591
452
$459K 0.06%
10,317
453
$456K 0.06%
+19,785
454
$455K 0.06%
5,832
455
$448K 0.06%
+6,810
456
$441K 0.06%
13,881
457
$441K 0.06%
120,568
-36,331
458
$437K 0.06%
5,730
459
$430K 0.06%
72,344
460
$428K 0.06%
36,288
-29,019
461
$427K 0.06%
5,451
-2,492
462
$426K 0.06%
100,311
-30,108
463
$426K 0.06%
18,135
464
$420K 0.05%
+11,438
465
$416K 0.05%
9,528
-17,374
466
$410K 0.05%
8,892
467
$408K 0.05%
32,281
-19,253
468
$408K 0.05%
7,198
+111
469
$407K 0.05%
1,225
470
$404K 0.05%
38,725
-12,163
471
$402K 0.05%
808
-907
472
$396K 0.05%
4,803
-2,828
473
$393K 0.05%
11,381
474
$390K 0.05%
3,789
475
$380K 0.05%
+38,150
17 18
19
20 21