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
$3.65B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$24.9M
3
+$24.2M
4
EGN
Energen
EGN
+$21.7M
5
RHT
Red Hat Inc
RHT
+$17.1M

Top Sells

1
+$33.8M
2
+$24M
3
+$22.8M
4
PSA icon
Public Storage
PSA
+$21.3M
5
XL
XL Group Ltd.
XL
+$19.9M

Sector Composition

1 Technology 15.03%
2 Financials 13.52%
3 Industrials 13.42%
4 Healthcare 12.12%
5 Consumer Discretionary 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.6M 0.76%
209,379
-1,239
27
$27.5M 0.75%
267,450
-37,566
28
$27.5M 0.75%
1,459,365
+72,566
29
$27.4M 0.75%
1,221,400
-151,751
30
$27.2M 0.75%
386,518
-17,804
31
$27.2M 0.75%
594,141
-70,110
32
$27M 0.74%
172,555
-5,619
33
$26.9M 0.74%
1,084,747
-97,437
34
$26.6M 0.73%
224,486
+61,183
35
$26.6M 0.73%
424,762
+2,287
36
$25.8M 0.71%
114,094
+1,951
37
$25.7M 0.71%
731,835
-85,878
38
$25.7M 0.71%
368,961
-3,474
39
$25.1M 0.69%
689,565
+6,381
40
$24.9M 0.68%
289,848
+1,741
41
$24.9M 0.68%
+710,326
42
$24.9M 0.68%
443,244
+215,047
43
$24.8M 0.68%
187,562
+6,375
44
$24.6M 0.67%
604,518
-168,646
45
$24.5M 0.67%
655,927
+262,991
46
$24.2M 0.66%
237,668
+73,544
47
$24.2M 0.66%
+556,076
48
$23.7M 0.65%
562,438
-43,645
49
$23.7M 0.65%
734,884
+339
50
$23.2M 0.64%
167,073
+25,928
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