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
476
$379K 0.05%
7,505
-2,475
477
$378K 0.05%
2,886
478
$378K 0.05%
2,600
-1,485
479
$374K 0.05%
2,220
-2,520
480
$374K 0.05%
15,661
481
$372K 0.05%
1,888
-86
482
$369K 0.05%
7,015
-24,396
483
$362K 0.05%
7,345
-3,170
484
$347K 0.05%
+6,479
485
$341K 0.04%
5,268
-52
486
$335K 0.04%
+13,550
487
$334K 0.04%
+6,040
488
$326K 0.04%
17,771
-55,998
489
$325K 0.04%
1,652
490
$325K 0.04%
2,302
491
$314K 0.04%
5,720
-8,144
492
$311K 0.04%
10,347
-3,104
493
$305K 0.04%
+12,960
494
$304K 0.04%
13,682
+1,022
495
$304K 0.04%
13,492
-1,090
496
$301K 0.04%
19,087
-18,004
497
$301K 0.04%
+10,337
498
$300K 0.04%
11,278
-15,262
499
$300K 0.04%
1,713
500
$293K 0.04%
21,031
-6,308
18 19
20
21 22