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
$765M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.65M
3
+$2.07M
4
SHAK icon
Shake Shack
SHAK
+$2.01M
5
SAM icon
Boston Beer
SAM
+$1.97M

Top Sells

1
+$3.49M
2
+$2.99M
3
+$2.99M
4
HON icon
Honeywell
HON
+$2.87M
5
IESC icon
IES Holdings
IESC
+$2.79M

Sector Composition

1 Technology 25.91%
2 Industrials 19.85%
3 Healthcare 17.13%
4 Financials 12.08%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.36%
18,030
+7,029
52
$2.7M 0.35%
102,532
-12,748
53
$2.7M 0.35%
14,465
-4,087
54
$2.63M 0.34%
10,985
55
$2.63M 0.34%
37,484
56
$2.6M 0.34%
24,032
57
$2.59M 0.34%
22,408
+8,379
58
$2.57M 0.34%
8,681
59
$2.55M 0.33%
29,829
+5,849
60
$2.55M 0.33%
36,871
+792
61
$2.54M 0.33%
145,470
-36,498
62
$2.54M 0.33%
25,503
-12,315
63
$2.53M 0.33%
45,656
+1,496
64
$2.51M 0.33%
31,167
-14,663
65
$2.48M 0.32%
5,479
66
$2.47M 0.32%
76,419
-50,565
67
$2.46M 0.32%
17,180
+228
68
$2.45M 0.32%
29,364
+9,541
69
$2.45M 0.32%
14,616
+435
70
$2.44M 0.32%
76,064
+36,828
71
$2.42M 0.32%
65,903
+8,807
72
$2.4M 0.31%
1,412
73
$2.4M 0.31%
32,134
+8,138
74
$2.39M 0.31%
17,524
+2,155
75
$2.38M 0.31%
42,146
1 2
3
4 5