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
176
$1.38M 0.19%
164,099
+43,237
177
$1.38M 0.19%
109,545
+29,172
178
$1.36M 0.18%
14,043
179
$1.36M 0.18%
148,590
+39,519
180
$1.35M 0.18%
17,314
+8,150
181
$1.34M 0.18%
5,514
182
$1.34M 0.18%
22,392
+1,728
183
$1.34M 0.18%
18,657
-881
184
$1.33M 0.18%
10,984
185
$1.33M 0.18%
13,905
+1,069
186
$1.33M 0.18%
15,537
+4,101
187
$1.32M 0.18%
33,738
+282
188
$1.32M 0.18%
4,347
189
$1.31M 0.18%
27,618
+5,309
190
$1.31M 0.18%
+52,510
191
$1.3M 0.18%
29,951
-8,639
192
$1.3M 0.18%
30,403
-9,036
193
$1.3M 0.18%
136,132
+35,678
194
$1.29M 0.18%
987
195
$1.29M 0.17%
4,468
-2,237
196
$1.28M 0.17%
84,282
+22,240
197
$1.26M 0.17%
23,905
+660
198
$1.26M 0.17%
+19,853
199
$1.25M 0.17%
19,085
-866
200
$1.24M 0.17%
25,175
+7,144
6 7
8
9 10