SIP

Scott Investment Partners Portfolio holdings

AUM $43.5M
1-Year Est. Return 17.97%
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.42M
3
+$2.03M
4
SYK icon
Stryker
SYK
+$1.34M
5
IPGP icon
IPG Photonics
IPGP
+$1.23M

Top Sells

1
+$4.73M

Sector Composition

1 Technology 28.17%
2 Consumer Discretionary 12.99%
3 Healthcare 12.97%
4 Industrials 10.88%
5 Materials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.07%
3,500
27
$1.5M 0.9%
18,200
28
$1.15M 0.69%
11,600
29
$1.04M 0.63%
4,200
30
$1.02M 0.62%
14,000
31
$982K 0.59%
8,300
-40,000
32
$979K 0.59%
7,400
33
$810K 0.49%
3,500
34
$785K 0.47%
9,000
35
$774K 0.47%
3,200
36
$761K 0.46%
12,800
37
$737K 0.44%
9,000
38
$653K 0.39%
3,100
39
$590K 0.36%
18,800
40
$567K 0.34%
11,000
41
$496K 0.3%
3,000
42
$490K 0.29%
1,800
43
$285K 0.17%
3,800
44
$48K 0.03%
2,880
1
2