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
151
$1.59M 0.21%
9,616
+212
152
$1.59M 0.21%
41,194
153
$1.58M 0.21%
19,706
+419
154
$1.58M 0.21%
18,887
155
$1.57M 0.2%
10,246
-4,456
156
$1.56M 0.2%
50,258
157
$1.55M 0.2%
20,422
-858
158
$1.54M 0.2%
55,687
+5,195
159
$1.54M 0.2%
+11,670
160
$1.54M 0.2%
153,578
161
$1.52M 0.2%
26,247
-275
162
$1.52M 0.2%
16,403
-460
163
$1.52M 0.2%
78,778
+7,518
164
$1.51M 0.2%
27,639
-1,056
165
$1.49M 0.19%
13,546
166
$1.49M 0.19%
+18,726
167
$1.48M 0.19%
25,265
-3,984
168
$1.45M 0.19%
24,317
+16,037
169
$1.45M 0.19%
36,836
-8,796
170
$1.43M 0.19%
60,895
+7,158
171
$1.43M 0.19%
219,672
172
$1.42M 0.19%
25,809
+1,126
173
$1.41M 0.18%
17,927
+11,113
174
$1.41M 0.18%
53,894
-1,941
175
$1.4M 0.18%
20,915
5 6
7
8 9