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
176
$4.55M 0.12%
172,722
-540,172
177
$4.52M 0.12%
98,975
-25
178
$4.46M 0.12%
68,775
+175
179
$4.43M 0.12%
80,500
-25
180
$4.4M 0.12%
86,250
-25
181
$4.28M 0.12%
108,351
-50
182
$4.25M 0.12%
52,228
-25
183
$4.17M 0.11%
82,350
+75
184
$4.05M 0.11%
122,625
-50
185
$3.92M 0.11%
138,900
+125
186
$3.92M 0.11%
71,150
-44,050
187
$3.79M 0.1%
125,183
-4,069
188
$3.62M 0.1%
51,353
+10,056
189
$3.6M 0.1%
222,100
+14,290
190
$3.55M 0.1%
33,382
+2,332
191
$3.53M 0.1%
82,800
-25
192
$3.47M 0.1%
64,225
+200
193
$3.38M 0.09%
58,975
-25
194
$3.31M 0.09%
116,350
-50
195
$3.29M 0.09%
61,548
+4,543
196
$3.24M 0.09%
130,865
+25,219
197
$3.22M 0.09%
361,147
-14,174
198
$3.22M 0.09%
123,850
-50
199
$3.22M 0.09%
65,675
+75
200
$3.21M 0.09%
72,900
+7,250
6 7
8
9 10