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
126
$1.83M 0.25%
16,773
127
$1.83M 0.25%
15,519
128
$1.82M 0.25%
5,868
129
$1.82M 0.25%
27,068
+1,281
130
$1.8M 0.24%
10,737
+3,635
131
$1.79M 0.24%
18,887
132
$1.78M 0.24%
7,414
133
$1.78M 0.24%
15,531
134
$1.77M 0.24%
10,838
135
$1.76M 0.24%
14,222
136
$1.75M 0.24%
86,576
+4,110
137
$1.75M 0.24%
5,044
138
$1.74M 0.24%
37,242
-3,264
139
$1.71M 0.23%
12,603
-2,445
140
$1.71M 0.23%
15,215
141
$1.7M 0.23%
54,767
142
$1.7M 0.23%
3,144
-354
143
$1.67M 0.23%
23,540
-2,560
144
$1.65M 0.22%
16,654
-6,500
145
$1.64M 0.22%
50,145
146
$1.64M 0.22%
26,354
+5,348
147
$1.63M 0.22%
4,619
148
$1.63M 0.22%
17,709
+2,741
149
$1.63M 0.22%
+48,989
150
$1.63M 0.22%
3,057
4 5
6
7 8