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
$5.17B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$58.1M
3
+$50M
4
BKR icon
Baker Hughes
BKR
+$44.9M
5
LNC icon
Lincoln National
LNC
+$43.1M

Top Sells

1
+$72.3M
2
+$50.9M
3
+$37.3M
4
BRO icon
Brown & Brown
BRO
+$37M
5
ROST icon
Ross Stores
ROST
+$35M

Sector Composition

1 Technology 17.03%
2 Financials 14.39%
3 Industrials 14.08%
4 Consumer Discretionary 12.78%
5 Real Estate 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-426,182
252
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-336,522
253
– –
-58,105
254
– –
-409,950
255
– –
-171,103
256
– –
-422,678
257
– –
-5,815
258
– –
-56,759
259
– –
-80,520
260
– –
-411,205
261
– –
-68,296
7 8 9 10
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