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
51
$24.5M 0.56%
659,552
+198,790
52
$24.3M 0.55%
680,284
+121,086
53
$24.2M 0.55%
107,408
-9,798
54
$24.2M 0.55%
130,111
+52,675
55
$24.1M 0.55%
595,785
+313,033
56
$24M 0.55%
227,953
+33,931
57
$23.8M 0.54%
319,504
-5,897
58
$23.8M 0.54%
1,150,196
+118,561
59
$23.4M 0.53%
1,092,049
+287,388
60
$23.1M 0.53%
148,151
+1,268
61
$23M 0.52%
503,853
-22,310
62
$23M 0.52%
84,689
-27,110
63
$22.9M 0.52%
169,460
+71,488
64
$22.6M 0.52%
30,919
+6,927
65
$22.6M 0.51%
244,107
+86,594
66
$22.6M 0.51%
525,506
-47,638
67
$22.6M 0.51%
+227,964
68
$22.5M 0.51%
471,296
-109,779
69
$22.2M 0.5%
952,854
-172,530
70
$22M 0.5%
271,690
-4,159
71
$21.7M 0.49%
79,277
+15,653
72
$21.6M 0.49%
+421,836
73
$21.2M 0.48%
920,558
+58,518
74
$21.1M 0.48%
103,626
-19,974
75
$21M 0.48%
216,082
-1,659
1 2
3
4 5