LCM

Legato Capital Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 45.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.32M
3
+$2.05M
4
CWCO icon
Consolidated Water Co
CWCO
+$1.56M
5
REVG
REV Group
REVG
+$1.26M

Top Sells

1
+$2.91M
2
+$2.64M
3
+$2.59M
4
ZBRA icon
Zebra Technologies
ZBRA
+$2.34M
5
SMCI icon
Super Micro Computer
SMCI
+$2.17M

Sector Composition

1 Technology 23.81%
2 Industrials 18.68%
3 Healthcare 18.3%
4 Financials 12.53%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$55.3K 0.01%
11,497
552
$47.4K 0.01%
14,993
+18
553
$47K 0.01%
35,903
554
$45.6K 0.01%
24,625
555
$40K ﹤0.01%
10,119
556
$38K ﹤0.01%
1,228
557
$36.7K ﹤0.01%
30,325
+8,856
558
$35.2K ﹤0.01%
14,806
+3,614
559
$33.2K ﹤0.01%
13,990
560
$18K ﹤0.01%
824
561
$17.7K ﹤0.01%
12,852
562
$12.7K ﹤0.01%
1,378
563
– –
-19,720
564
– –
-1,117
565
– –
-13,204
566
– –
-98,143
567
– –
-6,577
568
– –
-32,874
569
– –
-6,300
570
– –
-33,349
571
– –
-56,824
572
– –
-111,183
573
– –
-30,244
574
– –
-47,202
575
– –
-2,245
21 22
23
24 25