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
$4.17B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$44.1M
3
+$38.2M
4
ANDV
Andeavor
ANDV
+$29.6M
5
BBY icon
Best Buy
BBY
+$22.8M

Top Sells

1
+$29.8M
2
+$27.4M
3
+$27.1M
4
ABMD
Abiomed Inc
ABMD
+$26.8M
5
RCL icon
Royal Caribbean
RCL
+$26.2M

Sector Composition

1 Financials 17.46%
2 Technology 16.45%
3 Industrials 13.01%
4 Healthcare 11.25%
5 Consumer Discretionary 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$345K 0.01%
+1,659
252
$316K 0.01%
+4,956
253
$260K 0.01%
4,685
+61
254
$228K 0.01%
+3,787
255
– –
-81,736
256
– –
-104,393
257
– –
-151,454
258
– –
-517,462
259
– –
-88,700
260
– –
-46,916
261
– –
-229,041
262
– –
-2,580
263
– –
-8,587
264
– –
-285,639
265
– –
-387,958
266
– –
-569,647
267
– –
-384
268
– –
-105,943
269
– –
-73,050
270
– –
-247,877
7 8 9 10
11