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
76
$24M 0.44%
574,202
-129,238
77
$23.8M 0.44%
+52,551
78
$23.7M 0.44%
403,700
-3,090
79
$23.7M 0.44%
179,022
-32,682
80
$23.7M 0.43%
179,339
-2,378
81
$23.3M 0.43%
251,730
+32,780
82
$23.2M 0.43%
621,208
-12,629
83
$23.1M 0.42%
253,097
-28,098
84
$22.9M 0.42%
102,859
-3,825
85
$22.9M 0.42%
343,211
-2,795
86
$22.5M 0.41%
450,693
+68,794
87
$22.4M 0.41%
703,984
-194,336
88
$22.4M 0.41%
70,052
-21,350
89
$22.3M 0.41%
1,113,052
+422,256
90
$22.3M 0.41%
232,835
-1,945
91
$22.2M 0.41%
466,563
-3,156
92
$22.2M 0.41%
222,235
-46,775
93
$22.1M 0.41%
+49,553
94
$22M 0.4%
221,076
-41,627
95
$21.8M 0.4%
665,106
-7,905
96
$21.6M 0.4%
729,820
-12,134
97
$21.5M 0.39%
103,345
-941
98
$21.4M 0.39%
+458,826
99
$21.1M 0.39%
111,841
-641
100
$21M 0.39%
487,799
-359,679
2 3
4
5 6