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
201
$3.2M 0.09%
59,650
-25
202
$3.2M 0.09%
92,125
+42,525
203
$3.19M 0.09%
116,700
-50
204
$3.16M 0.09%
34,761
+86
205
$3.02M 0.08%
104,525
-50
206
$2.9M 0.08%
31,275
207
$2.89M 0.08%
145,725
+375
208
$2.84M 0.08%
69,737
+20,775
209
$2.83M 0.08%
+45,314
210
$2.79M 0.08%
130,200
-50
211
$2.77M 0.08%
106,893
+58,737
212
$2.77M 0.08%
45,550
+5,400
213
$2.64M 0.07%
+109,050
214
$2.63M 0.07%
82,501
-812
215
$2.58M 0.07%
112,860
+12,731
216
$2.56M 0.07%
60,825
-25
217
$2.36M 0.06%
48,575
+6,600
218
$2.34M 0.06%
73,050
-25
219
$2.33M 0.06%
61,800
-25
220
$2.32M 0.06%
56,127
221
$2.31M 0.06%
80,535
-25
222
$2.26M 0.06%
201,179
+54,504
223
$2.23M 0.06%
116,950
-50
224
$2.12M 0.06%
90,975
-53,675
225
$2.08M 0.06%
39,625
-25
7 8
9
10 11