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
251
$5.25M 0.1%
236,412
+6,500
252
$5.23M 0.1%
235,855
+6,500
253
$5.18M 0.1%
92,843
+2,700
254
$4.98M 0.09%
125,525
+3,300
255
$4.81M 0.09%
129,730
+3,400
256
$4.8M 0.09%
59,782
+2,100
257
$4.72M 0.09%
275,828
+7,600
258
$4.18M 0.08%
130,508
+3,600
259
$4.16M 0.08%
173,720
-38,370
260
$3.82M 0.07%
247,100
-53,835
261
$3.36M 0.06%
89,725
-21,892
262
$3.09M 0.06%
57,085
-12,296
263
$3.02M 0.06%
158,831
-38,913
264
$2.9M 0.05%
26,267
-5,768
265
$2.86M 0.05%
68,235
-15,202
266
$2.82M 0.05%
168,936
+4,300
267
$2.64M 0.05%
151,116
-33,594
268
$2.57M 0.05%
91,879
-20,373
269
$2.43M 0.04%
33,819
-7,461
270
$2.31M 0.04%
117,226
-25,810
271
$1.86M 0.03%
70,237
+1,521
272
$1.86M 0.03%
+53,100
273
$1.72M 0.03%
8,442
-1,883
274
$254K ﹤0.01%
21,541
275
– –
-186,893
8 9 10
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