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
$3.67B
AUM Growth
-$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$30.5M
3
+$29M
4
AWK icon
American Water Works
AWK
+$27.1M
5
OA
Orbital ATK, Inc.
OA
+$25.5M

Top Sells

1
+$52.2M
2
+$47.8M
3
+$44.7M
4
DTE icon
DTE Energy
DTE
+$41.3M
5
BCS icon
Barclays
BCS
+$40.2M

Sector Composition

1 Financials 19.27%
2 Industrials 13.38%
3 Consumer Discretionary 11.42%
4 Healthcare 10.12%
5 Technology 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.1M 0.9%
959,664
-290,129
27
$32.8M 0.89%
1,210,294
-153,184
28
$32.7M 0.89%
782,979
-245,684
29
$31.8M 0.87%
365,487
+293,245
30
$31.8M 0.87%
233,361
-22,576
31
$31.6M 0.86%
393,068
-104,962
32
$31.6M 0.86%
2,418,292
-631,901
33
$31.5M 0.86%
1,934,284
-325,798
34
$31.5M 0.86%
481,712
+178,211
35
$31.4M 0.86%
331,503
+40,494
36
$30.6M 0.83%
1,323,187
+205,871
37
$30.5M 0.83%
+654,176
38
$30.4M 0.83%
233,775
+45,766
39
$30.3M 0.82%
371,823
+150,634
40
$29.5M 0.8%
599,100
-181,051
41
$29.4M 0.8%
473,268
+169,900
42
$29M 0.79%
246,461
-4,748
43
$28.9M 0.79%
524,714
+193,809
44
$28.2M 0.77%
996,348
-39,234
45
$28M 0.76%
719,474
+84,612
46
$27.8M 0.76%
1,666,828
+520,032
47
$27.7M 0.75%
418,038
-85,741
48
$27.3M 0.74%
748,154
+325,537
49
$27.1M 0.74%
+393,146
50
$27M 0.73%
325,749
-223,564
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