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
101
$14.3M 0.4%
320,092
-29,308
102
$14.3M 0.4%
185,210
-80,573
103
$14.2M 0.4%
+279,754
104
$14.1M 0.4%
+300,170
105
$13.9M 0.39%
605,064
-525,589
106
$13.7M 0.38%
+385,704
107
$13.5M 0.38%
403,318
+193,761
108
$13.5M 0.38%
550,392
-39,582
109
$13.4M 0.38%
99,196
-91,824
110
$13.3M 0.37%
175,119
-54,817
111
$13.2M 0.37%
115,900
-36,360
112
$13M 0.36%
470,873
+140,399
113
$12.5M 0.35%
+52,539
114
$12M 0.34%
140,539
-47,435
115
$11.9M 0.33%
95,029
-10,059
116
$11.5M 0.32%
134,793
-62,329
117
$11.5M 0.32%
205,109
-17,258
118
$11.1M 0.31%
249,693
-232,812
119
$11M 0.31%
221,940
-57,096
120
$11M 0.31%
988,322
-984,535
121
$11M 0.31%
104,721
-65,914
122
$10.9M 0.31%
+223,122
123
$10.8M 0.3%
163,072
-204,421
124
$10.7M 0.3%
89,398
-133,095
125
$10.7M 0.3%
+354,715
3 4
5
6 7