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
$5.03B
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$87.1M
2
+$66M
3
+$60.1M
4
DOCU
DocuSign
DOCU
+$57.3M
5
CASY icon
Casey's General Stores
CASY
+$46.5M

Top Sells

1
+$110M
2
+$47M
3
+$35.9M
4
MSGS icon
Madison Square Garden
MSGS
+$35.3M
5
VOYA icon
Voya Financial
VOYA
+$34M

Sector Composition

1 Industrials 14.67%
2 Financials 14.44%
3 Technology 13.4%
4 Consumer Discretionary 13.15%
5 Real Estate 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-378,078
252
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-709,976
253
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-52,655
254
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-89,935
255
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-88,174
256
– –
-219,497
257
– –
-380,300
258
– –
-141,929
259
– –
-109,268
7 8 9 10
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