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
76
$18M 0.49%
854,615
+4,018
77
$17.9M 0.49%
166,591
-8,875
78
$17.7M 0.48%
77,376
+1,248
79
$17.6M 0.48%
229,031
-33,537
80
$17.6M 0.48%
147,095
+3,836
81
$17.5M 0.48%
360,241
+17,375
82
$17.4M 0.48%
302,231
+15,683
83
$17.2M 0.47%
882,161
+19,047
84
$17.1M 0.47%
+154,656
85
$16.9M 0.46%
97,539
+365
86
$16.8M 0.46%
68,661
+26,561
87
$16.4M 0.45%
139,525
-39,539
88
$16M 0.44%
244,701
+7,351
89
$15.6M 0.43%
845,287
-106,469
90
$15.5M 0.42%
615,835
-297,159
91
$15.4M 0.42%
107,041
+2,094
92
$15.3M 0.42%
393,097
+6,716
93
$15.3M 0.42%
+250,796
94
$15.3M 0.42%
397,264
-116,114
95
$15.3M 0.42%
303,272
-45,454
96
$15.3M 0.42%
+64,915
97
$15.3M 0.42%
580,636
-102,222
98
$15.2M 0.42%
205,587
-248
99
$15.2M 0.42%
1,059,574
+57,927
100
$15.2M 0.42%
379,459
-5,460
2 3
4
5 6