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
101
$15.4M 0.38%
+146,196
102
$15.4M 0.38%
373,352
-84,800
103
$15.3M 0.38%
+136,994
104
$15.3M 0.38%
420,790
+28,713
105
$15.2M 0.38%
347,292
-32,247
106
$15.1M 0.37%
274,028
+6,452
107
$15.1M 0.37%
126,104
+19,063
108
$15M 0.37%
115,391
-24,134
109
$15M 0.37%
195,232
-1,618
110
$15M 0.37%
+229,041
111
$14.7M 0.36%
224,300
-122,406
112
$14.6M 0.36%
58,811
+309
113
$14.6M 0.36%
204,593
-994
114
$14.5M 0.36%
382,602
-233,233
115
$14.4M 0.36%
120,113
-34,543
116
$14.4M 0.36%
659,782
-194,833
117
$14.2M 0.35%
149,242
-88,426
118
$14.2M 0.35%
607,445
+51,925
119
$14.1M 0.35%
674,148
-171,139
120
$14.1M 0.35%
+151,454
121
$14M 0.35%
63,205
+9,931
122
$13.7M 0.34%
67,920
-4,063
123
$13.5M 0.33%
117,822
+8,517
124
$13.4M 0.33%
63,208
-14,168
125
$13.4M 0.33%
63,166
-12,339
3 4
5
6 7