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
$766M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.26M
3
+$2.09M
4
NWN icon
Northwest Natural Holdings
NWN
+$1.88M
5
TFIN icon
Triumph Financial Inc
TFIN
+$1.87M

Top Sells

1
+$5.13M
2
+$3.34M
3
+$2.62M
4
LXFR icon
Luxfer Holdings
LXFR
+$2.23M
5
CHX
ChampionX
CHX
+$2.18M

Sector Composition

1 Technology 23.84%
2 Industrials 18.51%
3 Healthcare 17.36%
4 Financials 13.03%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.29%
37,412
+1,979
102
$2.17M 0.28%
55,722
+48,178
103
$2.16M 0.28%
24,606
104
$2.14M 0.28%
150,014
+18,712
105
$2.12M 0.28%
21,647
+2,945
106
$2.11M 0.28%
15,215
107
$2.1M 0.27%
27,367
+6,286
108
$2.09M 0.27%
+28,572
109
$2.09M 0.27%
38,461
110
$2.09M 0.27%
24,782
111
$2.08M 0.27%
3,928
112
$2.07M 0.27%
18,447
-1,229
113
$2.06M 0.27%
25,606
114
$2.06M 0.27%
5,954
115
$2.04M 0.27%
21,597
116
$2M 0.26%
5,129
117
$2M 0.26%
774
118
$1.98M 0.26%
8,568
-1,097
119
$1.98M 0.26%
21,945
120
$1.97M 0.26%
23,521
+13,474
121
$1.96M 0.26%
13,556
-7,131
122
$1.93M 0.25%
542
+4
123
$1.9M 0.25%
44,853
+12,862
124
$1.9M 0.25%
41,979
+4,778
125
$1.89M 0.25%
15,662
3 4
5
6 7