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
76
$2.41M 0.33%
83,844
77
$2.38M 0.32%
21,460
78
$2.34M 0.32%
89,262
+80,967
79
$2.33M 0.32%
54,661
80
$2.26M 0.31%
45,414
+7,218
81
$2.25M 0.3%
6,614
-283
82
$2.25M 0.3%
17,240
-6,579
83
$2.24M 0.3%
178,740
84
$2.23M 0.3%
38,461
85
$2.22M 0.3%
66,330
+8,843
86
$2.21M 0.3%
8,335
+4,161
87
$2.21M 0.3%
8,924
+3,367
88
$2.18M 0.29%
55,341
+18,753
89
$2.17M 0.29%
73,714
+30,732
90
$2.17M 0.29%
4,505
+1,924
91
$2.16M 0.29%
21,597
+9,236
92
$2.16M 0.29%
22,667
93
$2.15M 0.29%
50,688
+20,110
94
$2.15M 0.29%
52,131
+22,455
95
$2.15M 0.29%
17,013
+6,324
96
$2.14M 0.29%
7,246
+3,946
97
$2.13M 0.29%
+80,061
98
$2.13M 0.29%
11,508
-922
99
$2.12M 0.29%
23,145
100
$2.11M 0.29%
17,428
+8,124
2 3
4
5 6