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
$6.25B
AUM Growth
-$633M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$110M
3
+$96.5M
4
LUV icon
Southwest Airlines
LUV
+$92.5M
5
DXC icon
DXC Technology
DXC
+$59.1M

Top Sells

1
+$71.1M
2
+$65.6M
3
+$55.4M
4
ETSY icon
Etsy
ETSY
+$51.1M
5
IT icon
Gartner
IT
+$50M

Sector Composition

1 Industrials 14.35%
2 Technology 13.87%
3 Energy 10.9%
4 Healthcare 10.8%
5 Financials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.4M 0.2%
123,217
-167
127
$12.3M 0.2%
424,040
-13,098
128
$12.3M 0.2%
182,469
-245
129
$12.2M 0.2%
85,773
-2,537
130
$11.9M 0.19%
39,367
-100,455
131
$11.8M 0.19%
198,329
+140,060
132
$11.7M 0.19%
69,398
-93
133
$11.7M 0.19%
111,041
-259,602
134
$11.6M 0.19%
291,520
-379
135
$11.5M 0.18%
43,182
-55,297
136
$11.4M 0.18%
+299,902
137
$11.3M 0.18%
348,764
-9,953
138
$11.1M 0.18%
256,138
-431,409
139
$11.1M 0.18%
105,696
+4,103
140
$11M 0.18%
119,204
-149
141
$11M 0.18%
80,732
-110
142
$11M 0.18%
215,319
-304
143
$11M 0.18%
157,960
-9,276
144
$10.8M 0.17%
146,972
-4,542
145
$10.8M 0.17%
+77,401
146
$10.5M 0.17%
108,793
+933
147
$10.5M 0.17%
102,034
-135
148
$10.3M 0.17%
108,617
-162
149
$10.3M 0.17%
98,211
-5,934
150
$10.3M 0.17%
46,323
-61
4 5
6
7 8