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
$386M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.54M
3
+$422K
4
AAPL icon
Apple
AAPL
+$346K
5
INMD icon
InMode
INMD
+$285K

Top Sells

1
+$5.11M
2
+$3.28M
3
+$2.1M
4
SNEX icon
StoneX
SNEX
+$2.07M
5
UFPT icon
UFP Technologies
UFPT
+$1.98M

Sector Composition

1 Technology 10.62%
2 Industrials 6.05%
3 Healthcare 4.86%
4 Financials 3.17%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.66%
+67,643
27
$2.4M 0.62%
16,266
28
$2.34M 0.61%
164,805
-38,800
29
$2.23M 0.58%
4,049
30
$2.13M 0.55%
66,325
-27,810
31
$2.12M 0.55%
146,050
-34,400
32
$1.94M 0.5%
618,501
-11,320
33
$1.78M 0.46%
20,901
34
$1.63M 0.42%
112,593
35
$1.11M 0.29%
8,160
36
$473K 0.12%
572
37
$457K 0.12%
7,824
38
$408K 0.11%
6,982
+1,800
39
$395K 0.1%
4,943
40
$329K 0.09%
6,533
41
$285K 0.07%
+9,780
42
$264K 0.07%
2,732
43
$248K 0.06%
7,387
44
$237K 0.06%
1,926
45
$228K 0.06%
8,337
46
$104K 0.03%
12,771
47
– –
-94,000
48
– –
-116,936
49
– –
-1,426
50
– –
-52,530
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