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
576
– –
-9,647
577
– –
-7,156
578
– –
-39,633
579
– –
-8,761
580
– –
-1,125
581
– –
-113,254
582
– –
-62,562
583
– –
-24,836
584
– –
-27,534
585
– –
-4,865
586
– –
-2,111
587
– –
-14,038
588
– –
-3,173
589
– –
-45,145
590
– –
-4,055
591
– –
-4,157
592
– –
-34,406
593
– –
-7,224
594
– –
-6,688
595
– –
-7,594
596
– –
-35,569
597
– –
-1,589
598
– –
-9,389
599
– –
-22,697
600
– –
-9,470
22 23
24
25 26