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
1
$11.7M 1.58%
60,105
-12,415
2
$7.98M 1.08%
+41,173
3
$7.36M 1%
84,830
-18,830
4
$7.01M 0.95%
165,770
-25,010
5
$6.99M 0.95%
20,538
-4,890
6
$6.18M 0.84%
+141,518
7
$6.04M 0.82%
+49,802
8
$5.94M 0.8%
19,242
+5,459
9
$5.91M 0.8%
19,365
+254
10
$5.51M 0.74%
28,266
-3,529
11
$5.43M 0.73%
+95,510
12
$5.4M 0.73%
46,773
+11,446
13
$5.31M 0.72%
22,378
+362
14
$5.3M 0.72%
15,939
+15,141
15
$5.03M 0.68%
+73,250
16
$4.91M 0.66%
23,672
-3,433
17
$4.84M 0.65%
40,405
+4,751
18
$4.78M 0.65%
+129,404
19
$4.66M 0.63%
9,610
20
$4.59M 0.62%
87,699
+16,167
21
$4.51M 0.61%
87,120
22
$4.44M 0.6%
26,808
+6,993
23
$4.42M 0.6%
39,110
+9,353
24
$4.29M 0.58%
+76,112
25
$4.19M 0.57%
+239,335
1
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