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
126
$1.83M 0.24%
51,065
+941
127
$1.83M 0.24%
110,687
-17,538
128
$1.81M 0.24%
56,593
-18,608
129
$1.81M 0.24%
44,054
+20,148
130
$1.81M 0.24%
107,948
+74,758
131
$1.81M 0.24%
17,935
+5,125
132
$1.8M 0.23%
25,508
133
$1.77M 0.23%
89,962
134
$1.74M 0.23%
19,670
+5,620
135
$1.74M 0.23%
56,629
+2,337
136
$1.73M 0.23%
+22,638
137
$1.73M 0.23%
50,544
+3,748
138
$1.72M 0.23%
26,436
-8,215
139
$1.71M 0.22%
5,000
140
$1.7M 0.22%
61,888
+21,111
141
$1.7M 0.22%
46,240
+14,722
142
$1.66M 0.22%
118,497
+40,493
143
$1.66M 0.22%
5,856
-4,353
144
$1.66M 0.22%
18,687
145
$1.65M 0.22%
40,032
+7,142
146
$1.63M 0.21%
32,316
-1,725
147
$1.63M 0.21%
3,088
-3,476
148
$1.62M 0.21%
10,441
+571
149
$1.62M 0.21%
139,263
+95,118
150
$1.61M 0.21%
25,487
4 5
6
7 8