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
26
$4.14M 0.56%
59,870
+27,206
27
$4.09M 0.55%
+278,250
28
$4.08M 0.55%
73,177
+6,794
29
$4.07M 0.55%
103,237
+48,414
30
$4M 0.54%
40,872
31
$3.98M 0.54%
70,522
32
$3.95M 0.53%
5,495
33
$3.95M 0.53%
17,492
34
$3.94M 0.53%
+25,555
35
$3.92M 0.53%
8,606
36
$3.89M 0.53%
+485,049
37
$3.85M 0.52%
275,809
+237,809
38
$3.51M 0.48%
12,243
39
$3.49M 0.47%
18,129
40
$3.44M 0.46%
17,725
41
$3.32M 0.45%
9,749
42
$3.31M 0.45%
12,633
43
$3.3M 0.45%
+743,851
44
$3.16M 0.43%
222,225
+180,986
45
$3.14M 0.42%
37,343
+4,264
46
$3.12M 0.42%
21,465
47
$3.12M 0.42%
22,268
48
$3.12M 0.42%
+308,371
49
$3.11M 0.42%
30,063
50
$3.06M 0.41%
6,521
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