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
101
$17M 0.35%
82,287
-84,073
102
$16.9M 0.34%
83,377
+20,715
103
$16.8M 0.34%
144,702
-164
104
$16.7M 0.34%
242,871
-17,496
105
$16M 0.33%
23,260
+19,353
106
$15.9M 0.32%
150,091
-228,339
107
$15.7M 0.32%
308,352
-258,974
108
$15.7M 0.32%
248,313
-18,537
109
$14.9M 0.3%
395,490
+331,580
110
$14.6M 0.3%
132,072
+39,605
111
$14.5M 0.3%
119,657
-1,403
112
$14.3M 0.29%
+2,253,312
113
$14.1M 0.29%
99,307
-1,169
114
$13.8M 0.28%
101,656
-1,150
115
$13.7M 0.28%
+163,270
116
$13.5M 0.27%
+1,101,237
117
$13.4M 0.27%
+241,126
118
$13.3M 0.27%
234,953
+78,370
119
$13.2M 0.27%
405,427
+272,996
120
$13.2M 0.27%
130,329
-28,810
121
$12.8M 0.26%
82,756
-44
122
$12.7M 0.26%
67,312
-761
123
$12.6M 0.26%
208,931
-2,484
124
$12.5M 0.25%
109,390
-1,239
125
$11.5M 0.23%
29,097
+16,614
3 4
5
6 7