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
51
$22.5M 0.63%
245,790
-75,207
52
$22.4M 0.63%
+4,206,128
53
$22.3M 0.63%
363,484
-31,925
54
$22M 0.62%
280,425
-219,686
55
$21.9M 0.61%
632,482
-294,282
56
$21.9M 0.61%
570,509
-279,241
57
$21.7M 0.61%
178,714
-21,981
58
$21.6M 0.61%
543,683
-30,575
59
$20.9M 0.59%
133,159
-22,305
60
$20.7M 0.58%
381,870
-42,771
61
$20.7M 0.58%
275,831
+68,699
62
$20.6M 0.58%
275,685
-25,241
63
$20.2M 0.57%
302,595
+145,281
64
$19.9M 0.56%
111,218
-9,363
65
$19.8M 0.56%
632,372
-29,085
66
$19.8M 0.55%
297,168
-125,162
67
$19.8M 0.55%
1,259,751
-192,381
68
$19.4M 0.54%
576,376
-314,699
69
$18.8M 0.53%
484,321
-261,049
70
$18.7M 0.52%
474,697
+291,318
71
$18.4M 0.52%
366,846
+316,721
72
$18.3M 0.51%
444,109
-516,913
73
$18.3M 0.51%
263,166
-80,532
74
$18.1M 0.51%
527,706
-149,940
75
$17.9M 0.5%
303,910
-89,854
1 2
3
4 5