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
76
$17.8M 0.5%
274,216
-27,464
77
$17.7M 0.5%
764,613
+309,397
78
$17.2M 0.48%
+322,414
79
$17.1M 0.48%
229,094
-144,673
80
$17M 0.48%
274,651
-21,688
81
$16.8M 0.47%
394,495
-762,696
82
$16.7M 0.47%
236,570
-46,316
83
$16.6M 0.47%
142,601
+34,167
84
$16.6M 0.47%
284,971
-70,665
85
$16.5M 0.46%
228,096
+124,356
86
$16.5M 0.46%
282,472
-29,332
87
$16.3M 0.46%
577,036
+120,570
88
$16.1M 0.45%
425,549
-29,781
89
$15.9M 0.45%
450,244
+278,439
90
$15.7M 0.44%
592,854
-224,436
91
$15.7M 0.44%
199,717
-24,683
92
$15.6M 0.44%
212,599
-37,462
93
$15.6M 0.44%
94,133
-39,994
94
$15.4M 0.43%
384,605
-36,898
95
$15.2M 0.43%
470,010
-58,530
96
$15.1M 0.42%
159,790
-16,371
97
$14.9M 0.42%
384,529
+182,393
98
$14.8M 0.42%
567,707
-65,381
99
$14.7M 0.41%
+827,368
100
$14.7M 0.41%
731,330
-53,666
2 3
4
5 6