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
151
$5.02M 0.14%
117,351
152
$4.97M 0.14%
162,477
-93,074
153
$4.95M 0.14%
63,803
-2,700
154
$4.84M 0.14%
83,634
-1,524
155
$4.84M 0.14%
49,975
+50
156
$4.64M 0.13%
74,020
-16,100
157
$4.5M 0.13%
190,700
+200
158
$4.29M 0.12%
52,525
-3,657
159
$4.29M 0.12%
157,528
+12,678
160
$4.27M 0.12%
172,650
+350
161
$4.2M 0.12%
185,350
-15,200
162
$4.07M 0.11%
37,725
163
$3.98M 0.11%
22,470
-81,634
164
$3.9M 0.11%
79,650
+100
165
$3.84M 0.11%
138,350
-14,850
166
$3.69M 0.1%
113,425
-4,772
167
$3.55M 0.1%
62,775
-35,800
168
$3.52M 0.1%
148,400
-12,100
169
$3.42M 0.1%
+36,375
170
$3.3M 0.09%
149,425
171
$3.24M 0.09%
152,218
-4,223
172
$3.23M 0.09%
211,550
+550
173
$3.16M 0.09%
167,747
-196,542
174
$3.14M 0.09%
211,430
-39,150
175
$3.13M 0.09%
82,643
+3,568
5 6
7
8 9