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
201
$1.4M 0.18%
46,489
-29,441
202
$1.37M 0.18%
14,859
-1,455
203
$1.36M 0.18%
28,504
+7,992
204
$1.35M 0.18%
8,309
205
$1.35M 0.18%
5,458
-668
206
$1.35M 0.18%
16,450
207
$1.34M 0.17%
54,276
-57,676
208
$1.33M 0.17%
10,717
-12,321
209
$1.33M 0.17%
3,130
+1,740
210
$1.33M 0.17%
7,527
211
$1.32M 0.17%
+54,360
212
$1.31M 0.17%
25,275
-705
213
$1.31M 0.17%
17,560
214
$1.3M 0.17%
98,368
215
$1.3M 0.17%
20,274
+992
216
$1.3M 0.17%
11,055
+2,055
217
$1.3M 0.17%
16,221
+2,284
218
$1.3M 0.17%
25,146
-1,842
219
$1.28M 0.17%
4,618
220
$1.26M 0.16%
20,030
+2,950
221
$1.25M 0.16%
27,914
+2,470
222
$1.25M 0.16%
56,476
+2,650
223
$1.25M 0.16%
11,019
+813
224
$1.25M 0.16%
73,854
+32,289
225
$1.25M 0.16%
29,266
+3,581
7 8
9
10 11