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
26
$3.85M 0.5%
20,347
-3,411
27
$3.65M 0.48%
8,651
-7,095
28
$3.65M 0.48%
307,871
29
$3.64M 0.48%
27,141
30
$3.55M 0.46%
111,318
+59,066
31
$3.39M 0.44%
25,612
+10,386
32
$3.27M 0.43%
29,368
+2,001
33
$3.26M 0.43%
14,876
34
$3.22M 0.42%
27,811
+4,363
35
$3.21M 0.42%
4,507
+411
36
$3.2M 0.42%
532,441
+65,800
37
$3.2M 0.42%
15,056
-8,048
38
$3.17M 0.41%
21,888
-3,565
39
$3.15M 0.41%
34,865
-17,547
40
$3.15M 0.41%
6,033
41
$3.12M 0.41%
8,664
-6,873
42
$3.09M 0.4%
469,290
43
$3.09M 0.4%
6,896
44
$3.08M 0.4%
9,731
-7,934
45
$2.99M 0.39%
10,247
46
$2.98M 0.39%
5,209
47
$2.92M 0.38%
22,519
+15,470
48
$2.86M 0.37%
19,217
-15,602
49
$2.78M 0.36%
2,625
50
$2.74M 0.36%
46,250
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