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
101
$1.98M 0.26%
13,102
102
$1.98M 0.26%
17,063
103
$1.98M 0.26%
8,596
-1,046
104
$1.97M 0.26%
+6,555
105
$1.96M 0.26%
18,057
+1,923
106
$1.96M 0.26%
10,985
-1,841
107
$1.95M 0.26%
14,614
108
$1.95M 0.26%
+2,800
109
$1.95M 0.25%
85,500
+15,342
110
$1.95M 0.25%
38,109
-8,622
111
$1.93M 0.25%
18,058
+753
112
$1.93M 0.25%
5,448
113
$1.93M 0.25%
104,693
+10,608
114
$1.91M 0.25%
14,329
-785
115
$1.9M 0.25%
+138,260
116
$1.9M 0.25%
22,922
117
$1.9M 0.25%
6,318
+2,456
118
$1.88M 0.25%
118,810
-35,074
119
$1.88M 0.25%
122,057
-36,911
120
$1.88M 0.25%
27,400
+7,997
121
$1.87M 0.24%
42,114
-22,597
122
$1.86M 0.24%
+13,000
123
$1.85M 0.24%
102,566
-42,807
124
$1.84M 0.24%
+9,909
125
$1.84M 0.24%
8,578
+1,598
3 4
5
6 7