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
$5.03B
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$95.7M
2
+$69.6M
3
+$67.7M
4
BRO icon
Brown & Brown
BRO
+$60.6M
5
CASY icon
Casey's General Stores
CASY
+$45.5M

Top Sells

1
+$115M
2
+$41.8M
3
+$35.3M
4
AGNC icon
AGNC Investment
AGNC
+$35.2M
5
VOYA icon
Voya Financial
VOYA
+$34.7M

Sector Composition

1 Industrials 14.67%
2 Financials 14.44%
3 Technology 13.4%
4 Consumer Discretionary 13.15%
5 Real Estate 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.31M 0.19%
93,795
-7,682
152
$9.31M 0.19%
+223,006
153
$9.17M 0.18%
+58,950
154
$9.1M 0.18%
+160,620
155
$9.07M 0.18%
157,584
-12,163
156
$8.91M 0.18%
34,869
-44,348
157
$8.89M 0.18%
52,970
-22,190
158
$8.75M 0.17%
531,638
-400,953
159
$8.64M 0.17%
87,068
-7,028
160
$8.56M 0.17%
243,196
-19,770
161
$8.42M 0.17%
49,522
-98,609
162
$8.33M 0.17%
62,006
-79,847
163
$8.25M 0.16%
98,199
-8,018
164
$8.17M 0.16%
173,682
-14,345
165
$8.13M 0.16%
97,621
-7,937
166
$8.04M 0.16%
50,359
-3,679
167
$7.96M 0.16%
175,998
-11,646
168
$7.88M 0.16%
193,454
-15,306
169
$7.82M 0.16%
115,944
-519
170
$7.54M 0.15%
133,007
-10,076
171
$7.53M 0.15%
186,678
-12,878
172
$7.45M 0.15%
119,478
+7,359
173
$7.35M 0.15%
140,454
-10,536
174
$7.18M 0.14%
208,210
-16,811
175
$7.16M 0.14%
426,182
-400,350
5 6
7
8 9