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
1
$11M 1.44%
57,263
-1,150
2
$9.2M 1.2%
82,400
-2,680
3
$7.77M 1.01%
20,664
4
$7.54M 0.99%
95,240
-270
5
$7.08M 0.93%
41,173
6
$6.76M 0.88%
19,266
7
$6.64M 0.87%
78,265
+3,600
8
$6.43M 0.84%
15,395
-180
9
$6.34M 0.83%
128,864
-540
10
$6.19M 0.81%
77,473
-310
11
$5.88M 0.77%
22,582
12
$5.87M 0.77%
19,609
13
$5.69M 0.74%
28,665
14
$5.53M 0.72%
39,555
15
$5.46M 0.71%
116,613
+13,431
16
$5.36M 0.7%
742,021
-1,830
17
$5.33M 0.7%
67,505
+7,635
18
$5.3M 0.69%
376,457
+103,480
19
$5.19M 0.68%
47,574
20
$5.06M 0.66%
39,415
21
$5.02M 0.66%
23,938
22
$4.97M 0.65%
61,944
+23,270
23
$4.93M 0.64%
8,477
24
$4.86M 0.63%
98,100
25
$4.83M 0.63%
5,495
1
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