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
$5.45B
AUM Growth
+$937M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$27.3M
3
+$23.8M
4
EG icon
Everest Group
EG
+$22.6M
5
MSCI icon
MSCI
MSCI
+$22.1M

Top Sells

1
+$33.1M
2
+$21.9M
3
+$20.9M
4
TDOC icon
Teladoc Health
TDOC
+$20M
5
PHM icon
Pultegroup
PHM
+$15.5M

Sector Composition

1 Technology 17.84%
2 Industrials 15.69%
3 Consumer Discretionary 14.54%
4 Financials 13.39%
5 Healthcare 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.94M 0.15%
184,178
227
$7.82M 0.14%
95,839
-29,584
228
$7.78M 0.14%
+80,209
229
$7.69M 0.14%
98,659
+3,300
230
$7.6M 0.14%
142,654
+3,600
231
$7.59M 0.14%
228,609
+6,200
232
$7.43M 0.14%
101,184
+2,900
233
$7.27M 0.13%
289,028
+22,488
234
$7.15M 0.13%
91,439
+3,300
235
$7.13M 0.13%
193,873
+5,300
236
$6.85M 0.13%
89,129
+2,900
237
$6.83M 0.13%
225,800
+6,100
238
$6.75M 0.12%
179,721
+5,000
239
$6.67M 0.12%
61,125
-7,485
240
$6.59M 0.12%
106,435
+3,300
241
$6.58M 0.12%
149,542
+5,400
242
$6.17M 0.11%
342,018
+9,900
243
$6.15M 0.11%
131,969
+3,500
244
$5.86M 0.11%
246,648
+6,800
245
$5.71M 0.1%
203,326
+5,400
246
$5.57M 0.1%
42,192
+1,200
247
$5.35M 0.1%
194,624
+5,700
248
$5.3M 0.1%
1,073,253
-238,868
249
$5.26M 0.1%
125,694
+3,300
250
$5.26M 0.1%
65,670
-142,870
8 9
10
11 12