SI

Scout Investments Portfolio holdings

AUM $3.8B
1-Year Est. Return 45.91%
This Quarter Est. Return
1 Year Est. Return
+45.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$41.4M
3
+$39.3M
4
XYL icon
Xylem
XYL
+$27.5M
5
LNC icon
Lincoln National
LNC
+$26.8M

Top Sells

1
+$34.2M
2
+$32.4M
3
+$28.6M
4
ORLY icon
O'Reilly Automotive
ORLY
+$21.9M
5
AYI icon
Acuity Brands
AYI
+$21.8M

Sector Composition

1 Financials 14.27%
2 Consumer Discretionary 12.51%
3 Industrials 11.51%
4 Technology 11.19%
5 Healthcare 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$438K 0.01%
+14,750
227
$428K 0.01%
11,200
228
$426K 0.01%
8,086
+923
229
$424K 0.01%
17,810
230
$402K 0.01%
+3,780
231
$385K 0.01%
37,525
232
$360K 0.01%
3,700
+57
233
$346K 0.01%
10,444
234
$337K 0.01%
2,448
+95
235
$331K 0.01%
+18,400
236
$329K 0.01%
6,936
-2,603
237
$327K 0.01%
+3,900
238
$306K 0.01%
2,329
239
$305K 0.01%
15,422
+1,888
240
$299K 0.01%
5,579
+801
241
$296K 0.01%
+3,621
242
$292K 0.01%
3,750
243
$291K 0.01%
8,764
+1,993
244
$288K 0.01%
3,519
-128
245
$285K 0.01%
8,025
+804
246
$285K 0.01%
10,386
-3,341
247
$280K 0.01%
12,435
248
$278K 0.01%
+8,656
249
$277K 0.01%
+2,189
250
$263K 0.01%
22,814
-6,859
8 9
10
11 12