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
201
$1.23M 0.17%
+16,013
202
$1.23M 0.17%
74,872
-9,783
203
$1.23M 0.17%
37,370
-30,740
204
$1.22M 0.17%
89,282
-11,879
205
$1.22M 0.17%
34,916
+9,219
206
$1.22M 0.16%
83,492
207
$1.22M 0.16%
25,010
+3,907
208
$1.2M 0.16%
36,906
+15,728
209
$1.2M 0.16%
+4,450
210
$1.19M 0.16%
555,775
+230,331
211
$1.19M 0.16%
68,897
+18,350
212
$1.18M 0.16%
46,313
+12,352
213
$1.17M 0.16%
326,269
+86,193
214
$1.17M 0.16%
199,016
+52,897
215
$1.17M 0.16%
28,549
+5,500
216
$1.16M 0.16%
19,279
217
$1.15M 0.16%
22,640
218
$1.15M 0.16%
5,958
219
$1.15M 0.15%
12,776
+3,415
220
$1.14M 0.15%
10,019
-2,427
221
$1.14M 0.15%
64,250
+18,200
222
$1.14M 0.15%
85,348
+22,732
223
$1.14M 0.15%
30,393
+8,527
224
$1.13M 0.15%
30,219
-755
225
$1.13M 0.15%
18,951
-2,542
7 8
9
10 11