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
176
$1.39M 0.18%
7,984
+930
177
$1.37M 0.18%
10,933
-2,582
178
$1.37M 0.18%
59,347
-18,054
179
$1.37M 0.18%
17,590
180
$1.37M 0.18%
21,442
+1,487
181
$1.37M 0.18%
10,533
-3,485
182
$1.36M 0.18%
4,129
+575
183
$1.36M 0.18%
19,707
184
$1.35M 0.18%
532,257
185
$1.35M 0.18%
5,958
186
$1.34M 0.18%
296,452
187
$1.34M 0.17%
888
+54
188
$1.33M 0.17%
7,915
189
$1.32M 0.17%
4,792
190
$1.32M 0.17%
9,496
191
$1.31M 0.17%
61,844
+10,501
192
$1.31M 0.17%
+15,636
193
$1.3M 0.17%
31,469
194
$1.3M 0.17%
32,536
-3,135
195
$1.29M 0.17%
156,899
196
$1.29M 0.17%
6,523
197
$1.29M 0.17%
21,691
-713
198
$1.28M 0.17%
18,549
199
$1.28M 0.17%
28,719
-12,595
200
$1.28M 0.17%
33,917
-7,179
6 7
8
9 10