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
526
$177K 0.02%
23,593
527
$161K 0.02%
+11,861
528
$135K 0.02%
18,218
529
$108K 0.01%
19,411
530
$107K 0.01%
30,284
531
$106K 0.01%
15,433
+982
532
$105K 0.01%
20,019
533
$103K 0.01%
14,298
534
$97.6K 0.01%
14,698
535
$96.7K 0.01%
+11,937
536
$95.2K 0.01%
10,471
537
$95.1K 0.01%
23,417
538
$93.8K 0.01%
28,074
539
$90.6K 0.01%
11,807
540
$84.6K 0.01%
+10,014
541
$83.8K 0.01%
20,296
542
$82.9K 0.01%
+18,143
543
$82.7K 0.01%
+23,427
544
$82.4K 0.01%
+14,011
545
$82.2K 0.01%
20,285
+6,570
546
$82.1K 0.01%
24,423
547
$60.7K 0.01%
18,744
+1,406
548
$60.2K 0.01%
17,984
549
$59.9K 0.01%
+27,357
550
$59.9K 0.01%
12,377
+2,293
20 21
22
23 24