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
76
$2.36M 0.31%
321,430
77
$2.33M 0.3%
17,938
+6,085
78
$2.32M 0.3%
63,226
+5,760
79
$2.31M 0.3%
5,451
-1,469
80
$2.28M 0.3%
8,736
81
$2.27M 0.3%
26,630
82
$2.23M 0.29%
93,186
+6,259
83
$2.23M 0.29%
26,982
+8,560
84
$2.19M 0.29%
15,228
-7,455
85
$2.14M 0.28%
23,178
+476
86
$2.13M 0.28%
29,333
87
$2.13M 0.28%
27,691
+12,961
88
$2.1M 0.27%
14,172
+2,811
89
$2.08M 0.27%
148,794
+60,554
90
$2.07M 0.27%
+63,280
91
$2.06M 0.27%
27,000
92
$2.06M 0.27%
9,378
+251
93
$2.06M 0.27%
2,243
94
$2.05M 0.27%
46,721
95
$2.02M 0.26%
18,448
+2,580
96
$2.02M 0.26%
54,294
+21,979
97
$2.01M 0.26%
15,163
98
$2M 0.26%
5,433
+579
99
$2M 0.26%
38,413
+10,420
100
$1.99M 0.26%
23,817
+2,465
2 3
4
5 6