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
$4.05B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$26.3M
3
+$25.2M
4
CC icon
Chemours
CC
+$21.7M
5
HRB icon
H&R Block
HRB
+$20.9M

Top Sells

1
+$37.4M
2
+$23.7M
3
+$22.9M
4
LRCX icon
Lam Research
LRCX
+$21.2M
5
HOLX icon
Hologic
HOLX
+$19.5M

Sector Composition

1 Financials 14.15%
2 Technology 13.83%
3 Consumer Discretionary 13.77%
4 Industrials 13.07%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29M 0.72%
730,236
+136,095
27
$28.6M 0.71%
133,650
-62,726
28
$28.1M 0.7%
571,117
-34,151
29
$27.7M 0.69%
739,240
-25,535
30
$27.5M 0.68%
646,254
-85,581
31
$27.4M 0.68%
569,647
-390,111
32
$26.7M 0.66%
1,171,158
+86,411
33
$26.7M 0.66%
845,792
+655,585
34
$26.6M 0.66%
470,725
+71,000
35
$26.5M 0.65%
207,126
+4,576
36
$26.5M 0.65%
326,491
-60,027
37
$26.4M 0.65%
127,363
-7,680
38
$26.1M 0.65%
207,265
-29,556
39
$25.8M 0.64%
597,320
+1,128
40
$25.4M 0.63%
1,104,502
-116,898
41
$25.3M 0.62%
315,162
+30,495
42
$25.2M 0.62%
459,224
+238,250
43
$25.2M 0.62%
416,441
-84,136
44
$25M 0.62%
570,146
-34,372
45
$24.9M 0.61%
144,774
-22,299
46
$24.4M 0.6%
208,991
-58,459
47
$23.9M 0.59%
890,242
-54,442
48
$23.9M 0.59%
259,643
-483
49
$23.7M 0.59%
594,862
+28,962
50
$23.7M 0.58%
758,529
+48,203
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