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
$3.57B
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$41.4M
3
+$39.3M
4
XYL icon
Xylem
XYL
+$27.5M
5
LNC icon
Lincoln National
LNC
+$26.8M

Top Sells

1
+$34.2M
2
+$32.4M
3
+$28.6M
4
ORLY icon
O'Reilly Automotive
ORLY
+$21.9M
5
AYI icon
Acuity Brands
AYI
+$21.8M

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
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