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
151
$7.29M 0.2%
157,650
-19,900
152
$7.21M 0.2%
31,917
-11,839
153
$7M 0.19%
+151,187
154
$6.93M 0.19%
2,427
-109
155
$6.9M 0.19%
167,775
-7,675
156
$6.73M 0.18%
+61,635
157
$6.62M 0.18%
176,299
-7,888
158
$6.37M 0.17%
111,127
-177,783
159
$6.24M 0.17%
39,200
-25
160
$6.16M 0.17%
98,130
-24,698
161
$5.94M 0.16%
39,175
-25
162
$5.74M 0.16%
48,608
-50,653
163
$5.69M 0.16%
111,932
-280
164
$5.64M 0.15%
+190,207
165
$5.49M 0.15%
190,400
-50
166
$5.42M 0.15%
84,381
-29
167
$5.41M 0.15%
144,125
-25
168
$5.38M 0.15%
95,900
-25
169
$5.3M 0.15%
69,625
-25
170
$5.02M 0.14%
168,825
-4,800
171
$4.94M 0.14%
258,626
+4,261
172
$4.89M 0.13%
63,450
-7,400
173
$4.89M 0.13%
209,425
-10,575
174
$4.73M 0.13%
76,970
-25
175
$4.58M 0.13%
57,025
-25
5 6
7
8 9