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
151
$1.62M 0.22%
+320,640
152
$1.61M 0.22%
30,255
+8,404
153
$1.59M 0.22%
47,012
+1,642
154
$1.57M 0.21%
+440
155
$1.54M 0.21%
24,225
+4,676
156
$1.53M 0.21%
8,294
+2,184
157
$1.52M 0.21%
227,232
+88,464
158
$1.51M 0.2%
8,808
+2,827
159
$1.5M 0.2%
12,735
+1,795
160
$1.49M 0.2%
+1,260
161
$1.49M 0.2%
9,271
162
$1.46M 0.2%
7,312
+444
163
$1.46M 0.2%
62,669
+27,372
164
$1.46M 0.2%
+20,897
165
$1.45M 0.2%
63,768
-10,579
166
$1.45M 0.2%
23,461
+6,208
167
$1.44M 0.2%
16,591
+106
168
$1.43M 0.19%
13,143
169
$1.43M 0.19%
30,049
-8,511
170
$1.42M 0.19%
230,018
+29,045
171
$1.4M 0.19%
4,327
+944
172
$1.4M 0.19%
6,841
173
$1.4M 0.19%
14,495
+109
174
$1.39M 0.19%
45,017
+7,235
175
$1.39M 0.19%
26,857
+15,417
5 6
7
8 9