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
26
$4.8M 0.63%
54,627
-12,867
27
$4.61M 0.6%
87,699
28
$4.56M 0.59%
29,062
29
$4.43M 0.58%
87,751
30
$4.14M 0.54%
25,555
31
$4.1M 0.54%
70,522
32
$4.06M 0.53%
239,335
33
$4.05M 0.53%
494,276
-1,600
34
$3.97M 0.52%
304,484
+107,935
35
$3.94M 0.52%
17,718
36
$3.89M 0.51%
18,021
37
$3.67M 0.48%
12,739
38
$3.65M 0.48%
21,465
39
$3.6M 0.47%
283,768
40
$3.52M 0.46%
30,327
41
$3.48M 0.45%
9,749
42
$3.47M 0.45%
17,929
43
$3.47M 0.45%
8,986
44
$3.45M 0.45%
39,162
45
$3.44M 0.45%
20,108
+297
46
$3.33M 0.43%
21,926
-216
47
$3.31M 0.43%
308,371
48
$3.18M 0.41%
22,603
49
$3.14M 0.41%
12,633
50
$3.11M 0.41%
469,290
1
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