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
$3.65B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$24.9M
3
+$24.2M
4
EGN
Energen
EGN
+$21.7M
5
RHT
Red Hat Inc
RHT
+$17.1M

Top Sells

1
+$33.8M
2
+$24M
3
+$22.8M
4
PSA icon
Public Storage
PSA
+$21.3M
5
XL
XL Group Ltd.
XL
+$19.9M

Sector Composition

1 Technology 15.03%
2 Financials 13.52%
3 Industrials 13.42%
4 Healthcare 12.12%
5 Consumer Discretionary 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.2M 0.34%
326,540
-7,870
127
$11.9M 0.33%
210,493
+25,952
128
$11.6M 0.32%
213,904
+6,239
129
$11.5M 0.32%
555,520
-157,581
130
$11.3M 0.31%
220,974
-62,503
131
$11.3M 0.31%
109,305
-77,589
132
$11.2M 0.31%
88,662
+92
133
$10.7M 0.29%
92,011
+10,792
134
$10.4M 0.29%
171,452
+4,878
135
$10.3M 0.28%
210,595
+5,734
136
$10.3M 0.28%
376,751
-6,794
137
$10.1M 0.28%
53,295
+1,563
138
$10.1M 0.28%
111,145
-4,201
139
$9.92M 0.27%
+53,274
140
$9.78M 0.27%
78,661
-37,002
141
$9.52M 0.26%
115,863
-4,366
142
$9.43M 0.26%
279,401
-133,261
143
$9.23M 0.25%
166,502
-3,036
144
$8.98M 0.25%
151,576
-313,704
145
$8.11M 0.22%
337,602
-323,274
146
$7.93M 0.22%
42,645
-25
147
$7.75M 0.21%
151,750
-5,225
148
$7.54M 0.21%
149,925
-25
149
$7.34M 0.2%
350,550
-698,586
150
$7.29M 0.2%
143,842
+5,297
4 5
6
7 8