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
76
$26.5M 0.54%
52,990
+31,472
77
$26M 0.53%
744,233
+501,267
78
$25.6M 0.52%
260,266
-108,671
79
$25M 0.51%
62,513
+30,510
80
$24.7M 0.5%
+206,702
81
$23.2M 0.47%
330,727
-98
82
$23.1M 0.47%
+253,478
83
$22.9M 0.46%
71,863
+5,592
84
$22.3M 0.45%
106,027
+56,999
85
$21.1M 0.43%
123,035
+72,527
86
$20.6M 0.42%
215,075
+45,562
87
$20.5M 0.42%
302,116
-79,462
88
$19.7M 0.4%
126,723
+27,749
89
$19.6M 0.4%
335,496
-449,312
90
$19.1M 0.39%
195,261
+32,506
91
$18.9M 0.38%
622,010
-667,074
92
$18.9M 0.38%
53,202
+25,417
93
$18.8M 0.38%
+430,949
94
$18.8M 0.38%
259,461
+75,658
95
$18.7M 0.38%
133,991
-206,145
96
$18.6M 0.38%
269,965
-155,011
97
$18.4M 0.37%
432,119
-36,625
98
$18.3M 0.37%
57,963
-32
99
$17.9M 0.36%
+318,115
100
$17.8M 0.36%
59,285
-24,252
2 3
4
5 6