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
126
$11M 0.22%
303,944
-3,558
127
$10.7M 0.22%
281,447
-3,297
128
$10.7M 0.22%
54,591
-7,118
129
$10.7M 0.22%
+129,983
130
$10.5M 0.21%
97,676
-1,106
131
$10.5M 0.21%
131,443
+48,556
132
$10.4M 0.21%
177,383
-2,085
133
$10.3M 0.21%
127,441
-1,454
134
$10.3M 0.21%
199,446
-2,270
135
$10.2M 0.21%
123,129
-147,601
136
$10.2M 0.21%
525,389
-542,256
137
$10.2M 0.21%
85,699
-971
138
$10.1M 0.2%
375,398
-4,271
139
$9.92M 0.2%
78,396
-932
140
$9.88M 0.2%
105,498
-1,199
141
$9.87M 0.2%
336,695
-3,832
142
$9.74M 0.2%
152,359
-1,738
143
$9.28M 0.19%
+112,385
144
$9.27M 0.19%
79,936
+5,116
145
$9.19M 0.19%
229,750
-462,697
146
$9.15M 0.19%
118,228
-1,385
147
$9.08M 0.18%
101,659
-1,195
148
$9.08M 0.18%
69,868
-788
149
$8.92M 0.18%
91,033
-1,036
150
$8.91M 0.18%
743,509
-8,455
4 5
6
7 8