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
176
$6.16M 0.13%
229,515
-2,613
177
$6.11M 0.12%
174,381
-1,988
178
$6.11M 0.12%
225,199
-434,016
179
$5.91M 0.12%
199,175
-2,269
180
$5.85M 0.12%
620,877
-7,363
181
$5.68M 0.12%
49,966
-584
182
$5.49M 0.11%
248,090
-2,907
183
$5.38M 0.11%
315,545
-3,591
184
$5.2M 0.11%
341,735
-3,907
185
$5.19M 0.11%
417,553
-4,749
186
$5.17M 0.11%
61,447
-698
187
$5.04M 0.1%
269,303
-3,064
188
$4.71M 0.1%
508,564
-5,785
189
$4.63M 0.09%
139,740
-1,663
190
$4.45M 0.09%
650,950
-7,688
191
$4.43M 0.09%
+49,909
192
$4.32M 0.09%
14,209
-7
193
$4.24M 0.09%
286,512
-3,262
194
$4.14M 0.08%
+52,955
195
$4.13M 0.08%
265,543
-3,023
196
$4.08M 0.08%
312,359
-3,553
197
$3.95M 0.08%
139,058
-1,584
198
$3.88M 0.08%
18,453
-105,817
199
$3.55M 0.07%
455,925
+15,455
200
$3.39M 0.07%
91,046
-1,038
6 7
8
9 10