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
$4.92B
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$62.4M
2
+$62.4M
3
+$51.8M
4
PXD
Pioneer Natural Resource Co.
PXD
+$47.4M
5
FLEX icon
Flex
FLEX
+$45.8M

Top Sells

1
+$80.4M
2
+$73.2M
3
+$71.6M
4
EXE
Expand Energy Corp
EXE
+$67.7M
5
HSY icon
Hershey
HSY
+$43.8M

Sector Composition

1 Technology 17.87%
2 Industrials 14.61%
3 Consumer Discretionary 13.98%
4 Healthcare 11.83%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.4M 0.96%
+232,108
27
$47.2M 0.96%
292,379
-67,851
28
$45.8M 0.93%
+2,643,852
29
$45.8M 0.93%
784,268
+145,039
30
$45M 0.91%
418,363
+54,867
31
$43.8M 0.89%
172,023
-172,248
32
$43.8M 0.89%
211,850
-58,699
33
$43.7M 0.89%
+442,604
34
$43.5M 0.88%
1,508,261
+420,447
35
$42.9M 0.87%
131,589
-54,821
36
$42.6M 0.87%
+1,078,677
37
$42.2M 0.86%
30,611
-4,458
38
$41.7M 0.85%
912,069
-290,057
39
$41.6M 0.85%
1,631,514
-245,407
40
$40.8M 0.83%
756,318
+169,798
41
$40.6M 0.83%
1,188,050
-393,950
42
$40.1M 0.81%
259,295
+221,210
43
$39.9M 0.81%
2,418,110
+1,146,588
44
$39.8M 0.81%
702,675
+361,770
45
$39.1M 0.79%
258,872
-23,825
46
$37.9M 0.77%
171,497
+105,288
47
$37.7M 0.77%
635,397
+276,561
48
$37.7M 0.77%
227,830
+44,943
49
$37.6M 0.77%
533,050
+62,317
50
$37.3M 0.76%
104,293
-20,456
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