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
$6.25B
AUM Growth
-$633M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$110M
3
+$96.5M
4
LUV icon
Southwest Airlines
LUV
+$92.5M
5
DXC icon
DXC Technology
DXC
+$59.1M

Top Sells

1
+$71.1M
2
+$65.6M
3
+$55.4M
4
ETSY icon
Etsy
ETSY
+$51.1M
5
IT icon
Gartner
IT
+$50M

Sector Composition

1 Industrials 14.35%
2 Technology 13.87%
3 Energy 10.9%
4 Healthcare 10.8%
5 Financials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-53,385
277
– –
-832,119
278
– –
-377,916
279
– –
-36,212
280
– –
-35,208
281
– –
-167,274
282
– –
-36,908
283
– –
-186,691
8 9 10 11
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