SI

Scout Investments Portfolio holdings

AUM $3.8B
1-Year Est. Return 45.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.6B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$100M
3
+$97.7M
4
AGCO icon
AGCO
AGCO
+$61.7M
5
COR icon
Cencora
COR
+$50.9M

Top Sells

1
+$121M
2
+$86.6M
3
+$83.3M
4
HSBC icon
HSBC
HSBC
+$65.1M
5
CTRA icon
Coterra Energy
CTRA
+$64.5M

Sector Composition

1 Financials 15.73%
2 Healthcare 14.11%
3 Consumer Discretionary 12.17%
4 Industrials 10.65%
5 Energy 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-847,396
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261
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