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
51
$3M 0.41%
118,343
52
$2.99M 0.4%
166,438
+83,702
53
$2.99M 0.4%
39,162
54
$2.96M 0.4%
25,922
+5,217
55
$2.9M 0.39%
8,986
56
$2.88M 0.39%
20,048
57
$2.87M 0.39%
7,078
58
$2.83M 0.38%
12,739
-2,749
59
$2.79M 0.38%
43,573
+6,568
60
$2.76M 0.37%
6,261
61
$2.73M 0.37%
14,883
+6,520
62
$2.72M 0.37%
156,626
+41,456
63
$2.7M 0.36%
6,854
-1,855
64
$2.69M 0.36%
5,598
-1,387
65
$2.69M 0.36%
35,047
+3,782
66
$2.65M 0.36%
14,745
-3,702
67
$2.65M 0.36%
+366,930
68
$2.61M 0.35%
13,727
69
$2.6M 0.35%
119,373
+16,132
70
$2.54M 0.34%
15,496
+1,478
71
$2.51M 0.34%
20,283
+5,569
72
$2.51M 0.34%
60,314
73
$2.45M 0.33%
26,349
+11,749
74
$2.43M 0.33%
7,098
75
$2.41M 0.33%
5,427
1 2
3
4 5