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
551
$73.6K 0.01%
12,669
552
$73.1K 0.01%
14,975
553
$55.8K 0.01%
11,497
-2,950
554
$55.5K 0.01%
+16,968
555
$44.6K 0.01%
24,625
556
$44.3K 0.01%
10,119
557
$40.9K 0.01%
35,903
558
$31K ﹤0.01%
11,192
559
$30.1K ﹤0.01%
803
560
$28.4K ﹤0.01%
13,990
561
$22.5K ﹤0.01%
21,469
562
$19.3K ﹤0.01%
+1,228
563
$18.3K ﹤0.01%
1,378
564
$16.2K ﹤0.01%
12,852
565
$15.9K ﹤0.01%
824
566
– –
-11,976
567
– –
-9,000
568
– –
-2,280
569
– –
-8,265
570
– –
-12,695
571
– –
-140,062
572
– –
-20,965
573
– –
-24,535
574
– –
-2,145
575
– –
-94,383
21 22
23
24 25