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
51
$28.6M 0.52%
473,996
+33,108
52
$28.6M 0.52%
237,917
+36,402
53
$28.6M 0.52%
691,796
+122,919
54
$28.5M 0.52%
77,946
-706
55
$28.2M 0.52%
501,437
+267,914
56
$28.2M 0.52%
542,306
-64,788
57
$28.2M 0.52%
108,734
-1,564
58
$27.6M 0.51%
138,182
+30,735
59
$27.5M 0.51%
306,423
-8,749
60
$26.9M 0.49%
549,045
+45,447
61
$26.8M 0.49%
1,040,784
-11,843
62
$26.7M 0.49%
115,209
-30,179
63
$26.6M 0.49%
303,422
-58,406
64
$26.1M 0.48%
333,930
+3,703
65
$26M 0.48%
282,451
-1,452
66
$25.6M 0.47%
79,016
-4,393
67
$25.1M 0.46%
324,511
-33,820
68
$25.1M 0.46%
472,238
-6,170
69
$25M 0.46%
773,344
-8,947
70
$24.9M 0.46%
1,598,574
-19,557
71
$24.7M 0.45%
103,209
-1,170
72
$24.7M 0.45%
207,127
-71,791
73
$24.4M 0.45%
161,661
-17,747
74
$24.3M 0.45%
535,540
+61,720
75
$24M 0.44%
477,890
-3,798
1 2
3
4 5