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
76
$21M 0.48%
311,518
-6,717
77
$20.9M 0.47%
430,050
-88,128
78
$20.8M 0.47%
36,008
+53
79
$20.8M 0.47%
468,299
-18,981
80
$20.6M 0.47%
324,415
+118,894
81
$20.5M 0.47%
141,902
-139,840
82
$20.5M 0.47%
157,223
-29,822
83
$20.4M 0.46%
141,633
-14,679
84
$20.2M 0.46%
740,586
+133,546
85
$20.2M 0.46%
214,099
+119,185
86
$20.1M 0.46%
116,677
-1,159
87
$19.8M 0.45%
88,675
-1,219
88
$19.7M 0.45%
130,536
-18,343
89
$19.5M 0.44%
63,330
-852
90
$19.5M 0.44%
206,448
-70,194
91
$19.1M 0.43%
262,526
-54,666
92
$18.9M 0.43%
290,872
+14,890
93
$18.9M 0.43%
170,025
-32,321
94
$18.6M 0.42%
2,153,350
+1,137,000
95
$18.6M 0.42%
635,492
+104,771
96
$18.4M 0.42%
280,606
+56,201
97
$18.3M 0.42%
638,416
+19,844
98
$18.2M 0.41%
414,979
-113,832
99
$18.2M 0.41%
157,676
-30,763
100
$18.1M 0.41%
234,934
+41,534
2 3
4
5 6