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
251
$255K 0.01%
2,442
+321
252
$252K 0.01%
+2,997
253
$249K 0.01%
+8,820
254
$248K 0.01%
+2,140
255
$248K 0.01%
3,918
-800
256
$245K 0.01%
5,988
-1,922
257
$237K 0.01%
+5,589
258
$235K 0.01%
2,281
259
$235K 0.01%
5,940
-856
260
$231K 0.01%
+3,312
261
$228K 0.01%
+2,608
262
$227K 0.01%
1,597
-415
263
$227K 0.01%
+5,641
264
$224K 0.01%
3,485
-1,027
265
$213K 0.01%
4,086
-204
266
$212K 0.01%
+13,043
267
$209K 0.01%
+5,675
268
$208K 0.01%
+4,960
269
$207K 0.01%
+1,612
270
$202K 0.01%
1,574
-346
271
$134K ﹤0.01%
+10,888
272
– –
-534,551
273
– –
-2,517
274
– –
-364,504
275
– –
-6,230
9 10
11
12 13