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
176
$5.48M 0.12%
584,300
+1,050
177
$5.36M 0.12%
51,656
-43,458
178
$5.31M 0.12%
129,776
-1,774
179
$5.31M 0.12%
96,598
-952
180
$5.23M 0.12%
+61,128
181
$5.09M 0.12%
30,653
-49,878
182
$5.05M 0.11%
121,064
+4,638
183
$4.71M 0.11%
90,064
-986
184
$4.56M 0.1%
80,649
+49
185
$4.36M 0.1%
87,265
+13,465
186
$4.36M 0.1%
57,513
+688
187
$4.29M 0.1%
71,394
+4,594
188
$4.24M 0.1%
116,136
-1,320
189
$4.23M 0.1%
130,276
+8,676
190
$4.12M 0.09%
98,597
-84,034
191
$4.06M 0.09%
129,882
+8,643
192
$4.04M 0.09%
+54,997
193
$4.02M 0.09%
118,584
-1,241
194
$3.97M 0.09%
78,697
-803
195
$3.92M 0.09%
90,692
+12,680
196
$3.85M 0.09%
69,883
-692
197
$3.71M 0.08%
83,455
+580
198
$3.69M 0.08%
527,648
+60,305
199
$3.61M 0.08%
89,473
+20,796
200
$3.59M 0.08%
146,279
+3,910
6 7
8
9 10