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
151
$8.86M 0.18%
657,087
+20,446
152
$8.69M 0.18%
76,199
-863
153
$8.59M 0.17%
101,462
-1,159
154
$8.46M 0.17%
309,263
-19,941
155
$8.4M 0.17%
342,599
-3,899
156
$8.4M 0.17%
108,436
-1,237
157
$8.4M 0.17%
107,584
-1,280
158
$8.19M 0.17%
30,626
-55,163
159
$8.19M 0.17%
83,893
-951
160
$8M 0.16%
163,210
-1,860
161
$7.96M 0.16%
173,576
-2,073
162
$7.91M 0.16%
403,864
-4,597
163
$7.87M 0.16%
108,998
-1,201
164
$7.8M 0.16%
211,175
-2,404
165
$7.78M 0.16%
39,440
-23,653
166
$7.42M 0.15%
45,005
-523
167
$7.29M 0.15%
155,299
-1,832
168
$7.06M 0.14%
185,504
-2,200
169
$6.69M 0.14%
303,203
-3,589
170
$6.67M 0.14%
68,111
-771
171
$6.48M 0.13%
174,038
-2,069
172
$6.43M 0.13%
157,513
+8,985
173
$6.38M 0.13%
108,678
-1,293
174
$6.33M 0.13%
62,740
-1,387
175
$6.24M 0.13%
126,194
-1,482
5 6
7
8 9