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
$4.29B
AUM Growth
-$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$43.7M
3
+$41.9M
4
XEL icon
Xcel Energy
XEL
+$39.1M
5
BKU icon
Bankunited
BKU
+$39M

Top Sells

1
+$58.2M
2
+$44M
3
+$35.4M
4
TSM icon
TSMC
TSM
+$32.6M
5
SIVB
SVB Financial Group
SIVB
+$29.9M

Sector Composition

1 Financials 20.37%
2 Consumer Discretionary 15.84%
3 Healthcare 11.5%
4 Industrials 9.2%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
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