SIM

Scottrade Investment Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 11.16%
This Quarter Est. Return
1 Year Est. Return
+11.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$106M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$231M 27.81%
7,579,512
2
$188M 22.63%
1,975,903
3
$184M 22.14%
1,632,842
4
$121M 14.58%
2,192,781
5
$106M 12.84%
+3,218,905