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
551
$71.4K 0.01%
10,052
552
$71.1K 0.01%
14,442
+1,006
553
$67.8K 0.01%
24,139
554
$66.6K 0.01%
17,438
555
$56.7K 0.01%
21,803
556
$53.6K 0.01%
2,500
557
$53.1K 0.01%
13,344
558
$51.3K 0.01%
+11,353
559
$50K 0.01%
2,158
560
$47.2K 0.01%
+54,801
561
$44.3K 0.01%
33,459
562
$44K 0.01%
15,317
563
$39.6K 0.01%
22,514
564
$38.8K 0.01%
+32,567
565
$33.7K ﹤0.01%
3,548
566
$29.8K ﹤0.01%
19,878
-19,981
567
$27.2K ﹤0.01%
20,128
568
$17.8K ﹤0.01%
11,280
569
$13.3K ﹤0.01%
+720
570
$9.44K ﹤0.01%
23,588
-224,539
571
– –
-1,769
572
– –
-76,410
573
– –
-3,695
574
– –
-7,556
575
– –
-4,584
21 22
23
24 25