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
$4.18B
AUM Growth
+$815M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$25.9M
3
+$24.4M
4
EVRG icon
Evergy
EVRG
+$21.8M
5
CNP icon
CenterPoint Energy
CNP
+$21.5M

Top Sells

1
+$41.2M
2
+$28.3M
3
+$24.2M
4
CNC icon
Centene
CNC
+$24M
5
NOW icon
ServiceNow
NOW
+$21.5M

Sector Composition

1 Technology 18.43%
2 Consumer Discretionary 15.22%
3 Industrials 14.83%
4 Healthcare 12.64%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.71M 0.06%
70,354
-1,149
252
$2.55M 0.06%
168,192
+25,009
253
$2.52M 0.06%
42,709
-1,482
254
$2.52M 0.06%
109,708
-192
255
$2.47M 0.06%
109,641
-28,674
256
$2.47M 0.06%
87,720
-88,710
257
$2.37M 0.06%
169,156
+14,029
258
$2.17M 0.05%
190,340
-2,093
259
$2.17M 0.05%
205,259
-1,635
260
$2.13M 0.05%
275,833
-1,773
261
$1.91M 0.05%
143,583
-763
262
$1.86M 0.04%
474,180
-3,734
263
$1.82M 0.04%
10,531
-375
264
$1.43M 0.03%
70,346
+119
265
$1.3M 0.03%
53,533
+165
266
$442K 0.01%
51,824
267
$286K 0.01%
18,449
268
– –
-33,714
269
– –
-87,702
270
– –
-183,437
271
– –
-89,026
272
– –
-40,325
273
– –
-349,134
274
– –
-88,957
7 8 9 10
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