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
26
$37.2M 0.68%
367,420
-66,636
27
$36.6M 0.67%
179,350
-25,175
28
$36.1M 0.66%
388,196
-24,887
29
$35.3M 0.65%
1,631,753
-79,812
30
$35.2M 0.65%
462,168
-72,650
31
$35M 0.64%
2,407,211
-523,244
32
$34.5M 0.63%
151,542
-27,569
33
$34.3M 0.63%
89,304
-4,238
34
$33.7M 0.62%
489,537
-163,037
35
$33.5M 0.62%
1,482,535
-461,510
36
$33M 0.61%
365,035
+301,548
37
$32.2M 0.59%
424,483
-173,193
38
$31.8M 0.58%
880,262
+518,625
39
$31.6M 0.58%
548,314
-100,475
40
$30.9M 0.57%
584,401
-49,789
41
$30.7M 0.56%
301,605
-40,607
42
$30.4M 0.56%
107,055
-946
43
$30.3M 0.56%
143,969
-5,961
44
$30.2M 0.56%
203,951
-1,733
45
$30.1M 0.55%
1,502,112
-42,405
46
$30M 0.55%
480,460
-93,340
47
$29.5M 0.54%
286,552
+18,361
48
$29.4M 0.54%
199,413
-3,167
49
$28.7M 0.53%
160,733
-1,941
50
$28.7M 0.53%
112,311
-2,543
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