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
251
$252K 0.01%
+2,997
252
$249K 0.01%
+8,820
253
$248K 0.01%
+2,140
254
$248K 0.01%
3,918
-800
255
$245K 0.01%
5,988
-1,922
256
$237K 0.01%
+5,589
257
$235K 0.01%
2,281
258
$235K 0.01%
5,940
-856
259
$231K 0.01%
+3,312
260
$228K 0.01%
+2,608
261
$227K 0.01%
1,597
-415
262
$227K 0.01%
+5,641
263
$224K 0.01%
3,485
-1,027
264
$213K 0.01%
4,086
-204
265
$212K 0.01%
+13,043
266
$209K 0.01%
+5,675
267
$208K 0.01%
+4,960
268
$207K 0.01%
+1,612
269
$202K 0.01%
1,574
-346
270
$134K ﹤0.01%
+10,888
271
– –
-534,551
272
– –
-168
273
– –
-364,504
274
– –
-6,230
275
– –
-10,974
8 9 10
11
12