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
$5.03B
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$95.7M
2
+$69.6M
3
+$67.7M
4
BRO icon
Brown & Brown
BRO
+$60.6M
5
CASY icon
Casey's General Stores
CASY
+$45.5M

Top Sells

1
+$115M
2
+$41.8M
3
+$35.3M
4
AGNC icon
AGNC Investment
AGNC
+$35.2M
5
VOYA icon
Voya Financial
VOYA
+$34.7M

Sector Composition

1 Industrials 14.67%
2 Financials 14.44%
3 Technology 13.4%
4 Consumer Discretionary 13.15%
5 Real Estate 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.5M 0.83%
+312,008
27
$41.5M 0.82%
1,103,221
+9,854
28
$40.9M 0.81%
+516,383
29
$40.7M 0.81%
+6,987,079
30
$40.6M 0.81%
+382,718
31
$40.4M 0.8%
+515,693
32
$39.9M 0.79%
+770,952
33
$39.2M 0.78%
1,095,944
+846,729
34
$38.2M 0.76%
1,189,602
-292,133
35
$37.9M 0.75%
142,464
-53,391
36
$37.3M 0.74%
468,613
-7,270
37
$37M 0.74%
880,929
-10,912
38
$36.3M 0.72%
240,186
+3,850
39
$35.6M 0.71%
2,385,040
-921,216
40
$35.3M 0.7%
298,198
+28,346
41
$35.2M 0.7%
2,035,919
-1,819,624
42
$35M 0.7%
318,624
-99,216
43
$35M 0.7%
620,886
-36,526
44
$34.9M 0.69%
610,415
-13,487
45
$34.3M 0.68%
2,113,980
+1,108,674
46
$33.6M 0.67%
269,221
-218,814
47
$33.2M 0.66%
609,962
-637,539
48
$32.3M 0.64%
117,981
-16,122
49
$32M 0.64%
390,011
-2,816
50
$31.6M 0.63%
93,110
+22,588
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