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
501
$292K 0.04%
5,465
-1,229
502
$290K 0.04%
7,200
+1,905
503
$286K 0.04%
21,267
-20,718
504
$280K 0.04%
37,542
-11,238
505
$278K 0.04%
+4,620
506
$277K 0.04%
10,395
-15,890
507
$276K 0.04%
+11,817
508
$276K 0.04%
28,736
-45,602
509
$267K 0.03%
10,376
-1,193
510
$266K 0.03%
39,722
-1,612
511
$264K 0.03%
1,921
+134
512
$250K 0.03%
+2,407
513
$237K 0.03%
6,383
+349
514
$237K 0.03%
7,803
-5,703
515
$234K 0.03%
10,369
-37
516
$232K 0.03%
+6,825
517
$226K 0.03%
21,461
-2,891
518
$226K 0.03%
+2,064
519
$218K 0.03%
9,847
-745
520
$212K 0.03%
+7,245
521
$210K 0.03%
+7,670
522
$197K 0.03%
21,441
523
$187K 0.02%
16,215
524
$184K 0.02%
29,573
+11,155
525
$180K 0.02%
16,842
+4,219
19 20
21
22 23