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
101
$2.1M 0.28%
8,390
+3,446
102
$2.06M 0.28%
9,665
+1,927
103
$2.05M 0.28%
54,667
-4,091
104
$2.05M 0.28%
9,335
105
$2.05M 0.28%
3,928
+1,639
106
$2.05M 0.28%
146,415
-5,785
107
$2.04M 0.28%
25,606
+3,946
108
$2.04M 0.28%
44,245
109
$2.01M 0.27%
15,983
+7,496
110
$2M 0.27%
139,542
+72,602
111
$1.98M 0.27%
16,674
+9,003
112
$1.98M 0.27%
76,779
+11,871
113
$1.96M 0.27%
16,836
+4,477
114
$1.96M 0.27%
40,193
+11,730
115
$1.96M 0.27%
21,945
+11,555
116
$1.95M 0.26%
20,445
-1,366
117
$1.94M 0.26%
31,440
+1,098
118
$1.93M 0.26%
774
-164
119
$1.91M 0.26%
50,424
+11,959
120
$1.89M 0.26%
19,707
-1,351
121
$1.89M 0.26%
3,503
122
$1.87M 0.25%
6,232
123
$1.87M 0.25%
+17,057
124
$1.86M 0.25%
67,379
-650
125
$1.85M 0.25%
24,606
3 4
5
6 7