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
$8.6B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$111M
3
+$108M
4
AGCO icon
AGCO
AGCO
+$62.8M
5
COR icon
Cencora
COR
+$54M

Top Sells

1
+$114M
2
+$86.9M
3
+$83.3M
4
CTRA icon
Coterra Energy
CTRA
+$64.5M
5
HSBC icon
HSBC
HSBC
+$64M

Sector Composition

1 Financials 15.73%
2 Healthcare 14.11%
3 Consumer Discretionary 12.17%
4 Industrials 10.65%
5 Energy 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$372K ﹤0.01%
+5,996
202
$364K ﹤0.01%
16,138
+6,000
203
$353K ﹤0.01%
4,255
+1,115
204
$347K ﹤0.01%
2,967
+103
205
$336K ﹤0.01%
9,650
-99,200
206
$335K ﹤0.01%
6,843
+1,200
207
$330K ﹤0.01%
+1,479
208
$325K ﹤0.01%
+9,741
209
$324K ﹤0.01%
+7,471
210
$306K ﹤0.01%
43,490
-9,200
211
$301K ﹤0.01%
+2,417
212
$297K ﹤0.01%
+1,756
213
$282K ﹤0.01%
+2,159
214
$267K ﹤0.01%
11,800
215
$260K ﹤0.01%
+5,439
216
$254K ﹤0.01%
+2,206
217
$236K ﹤0.01%
2,000
218
$235K ﹤0.01%
2,184
+175
219
$234K ﹤0.01%
1,398
+238
220
$229K ﹤0.01%
+2,919
221
$229K ﹤0.01%
2,800
222
$215K ﹤0.01%
4,063
223
$205K ﹤0.01%
+1,000
224
$205K ﹤0.01%
2,415
-496
225
$201K ﹤0.01%
+9,724
7 8
9
10 11