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
126
$1.89M 0.25%
2,995
127
$1.88M 0.25%
98,143
+12,298
128
$1.85M 0.24%
2,625
+1,000
129
$1.85M 0.24%
90,997
-24,960
130
$1.8M 0.24%
19,524
-6,677
131
$1.79M 0.23%
49,981
+9,298
132
$1.77M 0.23%
3,057
133
$1.76M 0.23%
41,969
+14,160
134
$1.76M 0.23%
6,173
+1,490
135
$1.76M 0.23%
60,094
+12,959
136
$1.74M 0.23%
9,271
137
$1.72M 0.23%
6,300
138
$1.72M 0.23%
88,506
+15,741
139
$1.71M 0.22%
32,179
-2,167
140
$1.7M 0.22%
95,382
141
$1.69M 0.22%
19,384
-3,020
142
$1.69M 0.22%
107,252
143
$1.67M 0.22%
109,393
-13,445
144
$1.67M 0.22%
6,841
145
$1.65M 0.22%
81,485
146
$1.62M 0.21%
14,847
147
$1.62M 0.21%
107,288
-18,315
148
$1.61M 0.21%
48,265
149
$1.6M 0.21%
27,887
-4,021
150
$1.6M 0.21%
16,654
4 5
6
7 8