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
76
$18.6M 0.46%
+311,928
77
$18.6M 0.46%
165,226
-10,901
78
$18.2M 0.45%
82,200
-18,610
79
$17.8M 0.44%
+584,159
80
$17.6M 0.44%
+2,990,950
81
$17.6M 0.43%
344,097
-35,362
82
$17.5M 0.43%
356,632
-3,609
83
$17.5M 0.43%
761,119
+410,569
84
$17.4M 0.43%
107,697
+10,567
85
$17.3M 0.43%
260,042
+9,246
86
$17.2M 0.42%
439,679
-26,237
87
$17M 0.42%
387,967
-5,130
88
$16.5M 0.41%
133,401
-907
89
$16.5M 0.41%
93,547
-3,992
90
$16.3M 0.4%
130,843
-35,748
91
$16.2M 0.4%
215,823
-13,208
92
$16.1M 0.4%
+219,545
93
$16.1M 0.4%
125,582
-21,513
94
$16.1M 0.4%
+285,639
95
$16M 0.4%
510,991
-352,636
96
$15.8M 0.39%
106,225
+7,817
97
$15.5M 0.38%
359,474
+8,734
98
$15.5M 0.38%
78,796
-2,391
99
$15.4M 0.38%
603,493
+34,920
100
$15.4M 0.38%
276,958
-26,314
2 3
4
5 6