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
$8.6B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$111M
3
+$108M
4
AGCO icon
AGCO
AGCO
+$62.8M
5
COR icon
Cencora
COR
+$54M

Top Sells

1
+$114M
2
+$86.9M
3
+$83.3M
4
CTRA icon
Coterra Energy
CTRA
+$64.5M
5
HSBC icon
HSBC
HSBC
+$64M

Sector Composition

1 Financials 15.73%
2 Healthcare 14.11%
3 Consumer Discretionary 12.17%
4 Industrials 10.65%
5 Energy 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-518,008
258
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-264,898
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