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
501
$239K 0.03%
+6,770
502
$239K 0.03%
15,367
+3,171
503
$238K 0.03%
+6,870
504
$237K 0.03%
+3,085
505
$236K 0.03%
+1,740
506
$236K 0.03%
+4,940
507
$235K 0.03%
+9,164
508
$235K 0.03%
5,152
509
$233K 0.03%
+15,135
510
$231K 0.03%
+1,775
511
$230K 0.03%
+8,768
512
$225K 0.03%
2,416
+49
513
$221K 0.03%
21,884
514
$219K 0.03%
8,979
+3,860
515
$209K 0.03%
+4,725
516
$207K 0.03%
16,584
517
$207K 0.03%
+5,870
518
$206K 0.03%
4,735
519
$205K 0.03%
2,619
-93
520
$205K 0.03%
15,448
+4,210
521
$181K 0.02%
+26,436
522
$173K 0.02%
+10,030
523
$169K 0.02%
11,502
524
$166K 0.02%
11,948
525
$162K 0.02%
+10,666
19 20
21
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