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
$4.05B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$26.3M
3
+$25.2M
4
CC icon
Chemours
CC
+$21.7M
5
HRB icon
H&R Block
HRB
+$20.9M

Top Sells

1
+$37.4M
2
+$23.7M
3
+$22.9M
4
LRCX icon
Lam Research
LRCX
+$21.2M
5
HOLX icon
Hologic
HOLX
+$19.5M

Sector Composition

1 Financials 14.15%
2 Technology 13.83%
3 Consumer Discretionary 13.77%
4 Industrials 13.07%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.67M 0.24%
256,750
-22,651
152
$9.41M 0.23%
160,722
-10,730
153
$9.4M 0.23%
389,148
+51,546
154
$9.05M 0.22%
2,580
+153
155
$9.02M 0.22%
+132,495
156
$8.63M 0.21%
39,970
-2,675
157
$8.21M 0.2%
174,975
+7,200
158
$7.81M 0.19%
158,075
+93,850
159
$7.74M 0.19%
366,010
-214,626
160
$7.66M 0.19%
69,809
-58,456
161
$7.63M 0.19%
157,325
+5,575
162
$7.35M 0.18%
40,550
+1,350
163
$7.11M 0.18%
31,807
-110
164
$7.03M 0.17%
177,319
+1,020
165
$6.72M 0.17%
365,250
-1,149,810
166
$6.62M 0.16%
72,725
+3,100
167
$6.38M 0.16%
104,393
+33,243
168
$6.25M 0.15%
94,358
-3,772
169
$6.2M 0.15%
164,850
+7,200
170
$6.15M 0.15%
59,675
+2,650
171
$6.1M 0.15%
105,943
-291,157
172
$6.04M 0.15%
176,100
+7,275
173
$5.82M 0.14%
80,570
+3,600
174
$5.75M 0.14%
88,176
+3,795
175
$5.71M 0.14%
100,200
+4,300
5 6
7
8 9