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
$4.4B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$54.8M
3
+$49.5M
4
AWK icon
American Water Works
AWK
+$37.2M
5
WPX
WPX Energy, Inc.
WPX
+$35.4M

Top Sells

1
+$48.6M
2
+$36.6M
3
+$27M
4
DXC icon
DXC Technology
DXC
+$26.9M
5
WLK icon
Westlake Corp
WLK
+$26.3M

Sector Composition

1 Financials 14.47%
2 Technology 12.73%
3 Healthcare 12.32%
4 Consumer Discretionary 12.15%
5 Industrials 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.5M 0.76%
491,019
+97,033
27
$33.3M 0.76%
882,552
+4,516
28
$33.1M 0.75%
6,077,591
+178,436
29
$32.2M 0.73%
1,414,965
+591,662
30
$31.8M 0.72%
479,513
+27,672
31
$31.6M 0.72%
507,077
+125,116
32
$31.5M 0.72%
685,016
-130,571
33
$30.9M 0.7%
413,988
+149,563
34
$30.9M 0.7%
297,943
+6,362
35
$29.9M 0.68%
672,959
+6,445
36
$29M 0.66%
846,804
+216,858
37
$28.8M 0.66%
134,930
+37,656
38
$28.8M 0.65%
339,542
+38,091
39
$28.2M 0.64%
238,077
+91,795
40
$27.6M 0.63%
1,442,092
-10,486
41
$27.5M 0.63%
186,520
+66,363
42
$27.1M 0.62%
386,316
+115,059
43
$26.9M 0.61%
445,309
+205,716
44
$26.5M 0.6%
387,507
+127,642
45
$26.3M 0.6%
249,933
+60,661
46
$26.1M 0.59%
+512,698
47
$26M 0.59%
28,651
+8,142
48
$25.8M 0.59%
263,380
-2,840
49
$25.4M 0.58%
+87,855
50
$25.3M 0.58%
361,125
-282,621
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2
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