SI

Scout Investments Portfolio holdings

AUM $3.8B
1-Year Est. Return 45.91%
This Fund
S&P 500
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
+$41M
2
+$41M
3
+$38M
4
XYL icon
Xylem
XYL
+$25.7M
5
LNC icon
Lincoln National
LNC
+$25.5M

Top Sells

1
+$32.3M
2
+$31.6M
3
+$28.6M
4
XEL icon
Xcel Energy
XEL
+$22.1M
5
ORLY icon
O'Reilly Automotive
ORLY
+$22M

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
$428K 0.01%
11,200
227
$426K 0.01%
8,086
+923
228
$424K 0.01%
17,810
229
$402K 0.01%
+3,780
230
$385K 0.01%
37,525
231
$360K 0.01%
3,700
+57
232
$346K 0.01%
10,444
233
$337K 0.01%
2,448
+95
234
$331K 0.01%
+18,400
235
$329K 0.01%
6,165
-2,314
236
$327K 0.01%
+3,900
237
$306K 0.01%
2,329
238
$305K 0.01%
15,422
+1,888
239
$299K 0.01%
5,579
+801
240
$296K 0.01%
+3,621
241
$292K 0.01%
3,750
242
$291K 0.01%
8,764
+1,993
243
$288K 0.01%
3,519
-128
244
$285K 0.01%
8,025
+804
245
$285K 0.01%
10,386
-3,341
246
$280K 0.01%
12,435
247
$278K 0.01%
+8,656
248
$277K 0.01%
+2,189
249
$263K 0.01%
22,814
-6,859
250
$255K 0.01%
2,442
+321
8 9
10
11 12