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
$5.45B
AUM Growth
+$937M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$27.3M
3
+$23.8M
4
EG icon
Everest Group
EG
+$22.6M
5
MSCI icon
MSCI
MSCI
+$22.1M

Top Sells

1
+$33.1M
2
+$21.9M
3
+$20.9M
4
TDOC icon
Teladoc Health
TDOC
+$20M
5
PHM icon
Pultegroup
PHM
+$15.5M

Sector Composition

1 Technology 17.84%
2 Industrials 15.69%
3 Consumer Discretionary 14.54%
4 Financials 13.39%
5 Healthcare 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.8M 0.22%
367,693
-34,697
177
$11.7M 0.21%
217,023
+6,000
178
$11.7M 0.21%
114,610
+4,100
179
$11.7M 0.21%
20,426
-320
180
$11.6M 0.21%
72,180
+2,500
181
$11.5M 0.21%
420,071
+12,200
182
$11.2M 0.21%
164,160
+4,900
183
$11.1M 0.2%
88,652
+3,200
184
$11.1M 0.2%
92,289
+3,300
185
$10.7M 0.2%
81,824
+9,812
186
$10.6M 0.19%
+88,072
187
$10.6M 0.19%
36,410
-484
188
$10.5M 0.19%
+153,755
189
$10.5M 0.19%
221,390
190
$10.4M 0.19%
122,658
+4,140
191
$10.4M 0.19%
218,347
+5,900
192
$10.4M 0.19%
148,700
+4,000
193
$10.2M 0.19%
47,646
+1,500
194
$10.2M 0.19%
125,143
+4,200
195
$10.1M 0.18%
171,850
+4,800
196
$9.91M 0.18%
121,119
+3,400
197
$9.84M 0.18%
+244,992
198
$9.82M 0.18%
19,647
199
$9.79M 0.18%
331,643
-18,295
200
$9.78M 0.18%
92,358
+3,300
6 7
8
9 10