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
176
$1.49M 0.2%
11,292
-5,800
177
$1.49M 0.19%
11,955
+869
178
$1.48M 0.19%
21,338
-9,432
179
$1.48M 0.19%
25,380
+2,255
180
$1.48M 0.19%
27,285
+2,917
181
$1.48M 0.19%
4,129
182
$1.47M 0.19%
14,676
+1,071
183
$1.47M 0.19%
13,257
-4,050
184
$1.47M 0.19%
4,310
-2,525
185
$1.46M 0.19%
5,773
-2,922
186
$1.45M 0.19%
5,615
187
$1.45M 0.19%
8,009
+5,585
188
$1.44M 0.19%
44,158
-27,905
189
$1.44M 0.19%
2,287
-2,577
190
$1.44M 0.19%
40,042
-23,592
191
$1.44M 0.19%
3,655
+2,505
192
$1.43M 0.19%
32,309
193
$1.43M 0.19%
17,759
-1,134
194
$1.43M 0.19%
78,197
-7,169
195
$1.43M 0.19%
5,164
196
$1.41M 0.18%
10,468
+859
197
$1.41M 0.18%
9,381
+4,309
198
$1.41M 0.18%
139,248
+29,480
199
$1.4M 0.18%
46,413
-25,269
200
$1.4M 0.18%
4,683
6 7
8
9 10