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
501
$280K 0.04%
+1,468
502
$276K 0.04%
+5,455
503
$263K 0.03%
6,047
+489
504
$261K 0.03%
69,809
505
$258K 0.03%
+13,716
506
$250K 0.03%
2,850
-5,365
507
$248K 0.03%
4,545
-1,526
508
$247K 0.03%
+1,275
509
$247K 0.03%
3,660
-360
510
$245K 0.03%
+7,440
511
$243K 0.03%
4,065
-2,415
512
$239K 0.03%
56,824
-73,213
513
$237K 0.03%
+1,940
514
$235K 0.03%
+49,899
515
$229K 0.03%
65,005
516
$224K 0.03%
+2,282
517
$221K 0.03%
+1,085
518
$220K 0.03%
+7,055
519
$218K 0.03%
8,438
+3,263
520
$217K 0.03%
+2,575
521
$214K 0.03%
30,244
522
$212K 0.03%
+2,975
523
$208K 0.03%
6,310
-24,076
524
$208K 0.03%
+5,587
525
$206K 0.03%
10,009
19 20
21
22 23