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
1
$9M 5.42%
29,200
2
$8.49M 5.11%
53,000
3
$7.63M 4.59%
256,800
4
$7.18M 4.32%
60,200
5
$6.9M 4.15%
25,800
+5,000
6
$6.87M 4.13%
61,900
+21,800
7
$6.59M 3.96%
37,300
+11,500
8
$6.57M 3.95%
32,700
9
$6.52M 3.93%
47,800
10
$6.09M 3.67%
65,100
11
$5.98M 3.6%
24,000
+4,000
12
$5.91M 3.56%
97,500
+15,000
13
$5.9M 3.55%
119,000
+21,900
14
$5.72M 3.44%
17,900
15
$5.71M 3.44%
63,700
+57,100
16
$5.62M 3.38%
24,400
+3,000
17
$5.58M 3.36%
14,000
18
$5.55M 3.34%
25,100
19
$5.46M 3.28%
144,800
20
$5.4M 3.25%
2,300
21
$5.33M 3.21%
42,100
+5,700
22
$5.01M 3.01%
121,200
23
$3.97M 2.39%
29,500
24
$3.92M 2.36%
15,700
+2,700
25
$3.83M 2.31%
34,900
+11,200
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