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
in Stake 		Capital Flow
26
$28.1M 0.79%
66,883
-7,128
27
$27.5M 0.77%
+524,164
28
$27.4M 0.77%
747,509
-104,087
29
$27M 0.76%
32,579
-5,452
30
$26.8M 0.75%
+569,569
31
$26M 0.73%
1,750,488
-123,044
32
$25.7M 0.72%
857,463
-86,050
33
$25.5M 0.72%
387,874
+307,889
34
$25.3M 0.71%
461,414
-623,554
35
$25.2M 0.71%
528,739
+49,382
36
$24.8M 0.7%
214,087
-11,937
37
$24.4M 0.68%
266,537
-37,353
38
$24.3M 0.68%
1,449,265
+189,991
39
$24.1M 0.68%
236,503
+202,876
40
$24M 0.67%
908,232
-277,563
41
$24M 0.67%
1,971,522
+805,349
42
$23.8M 0.67%
155,271
-40,575
43
$23.8M 0.67%
626,460
+15,337
44
$23.5M 0.66%
1,506,341
+297,514
45
$23.3M 0.65%
526,786
-16,463
46
$23.1M 0.65%
522,848
+112,739
47
$23.1M 0.65%
2,437,300
+356,390
48
$23M 0.65%
435,878
-38,143
49
$22.7M 0.64%
1,091,256
+131,530
50
$22.6M 0.64%
732,585
-182,651
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2
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