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
201
$1.27M 0.17%
19,326
-2,539
202
$1.27M 0.17%
13,400
-1,322
203
$1.27M 0.17%
4,619
204
$1.25M 0.16%
13,435
+7,021
205
$1.24M 0.16%
6,661
206
$1.24M 0.16%
94,085
+13,709
207
$1.23M 0.16%
9,071
-948
208
$1.23M 0.16%
120,080
209
$1.23M 0.16%
36,322
+1,534
210
$1.23M 0.16%
64,586
211
$1.22M 0.16%
10,185
+1,059
212
$1.22M 0.16%
44,222
+3,104
213
$1.22M 0.16%
69,499
214
$1.22M 0.16%
44,218
215
$1.21M 0.16%
42,710
-8,200
216
$1.21M 0.16%
134,692
217
$1.21M 0.16%
13,739
+1,814
218
$1.2M 0.16%
6,700
219
$1.2M 0.16%
42,176
-6,353
220
$1.2M 0.16%
987
221
$1.18M 0.15%
15,762
+356
222
$1.18M 0.15%
15,525
-408
223
$1.18M 0.15%
39,807
+3,490
224
$1.17M 0.15%
66,918
225
$1.16M 0.15%
26,573
+4,779
7 8
9
10 11