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
$3.98B
AUM Growth
-$862M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$97.5M
3
+$71.6M
4
EVRG icon
Evergy
EVRG
+$71.6M
5
WEC icon
WEC Energy
WEC
+$68.3M

Top Sells

1
+$37.3M
2
+$33.6M
3
+$31.8M
4
CXO
CONCHO RESOURCES INC.
CXO
+$30.9M
5
OUT icon
Outfront Media
OUT
+$29M

Sector Composition

1 Technology 13.33%
2 Utilities 13.23%
3 Healthcare 11.92%
4 Real Estate 11.87%
5 Financials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.04%
339,465
227
$1.36M 0.03%
38,269
-200
228
$1.33M 0.03%
91,123
-700
229
$767K 0.02%
74,396
-500
230
$740K 0.02%
112,965
-800
231
$288K 0.01%
4,901
-1,400
232
– –
-280,144
233
– –
-528,749
234
– –
-802,522
235
– –
-71,152
236
– –
-226,755
237
– –
-243,127
238
– –
-169,361
239
– –
-84,486
240
– –
-334,570
241
– –
-204,772
242
– –
-423,973
243
– –
-754,838
244
– –
-45,307
245
– –
-10,361
246
– –
-647,974
247
– –
-162,599
248
– –
-31,609
249
– –
-3,593
250
– –
-318,836
7 8 9
10
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