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
$4.05B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$26.3M
3
+$25.2M
4
CC icon
Chemours
CC
+$21.7M
5
HRB icon
H&R Block
HRB
+$20.9M

Top Sells

1
+$37.4M
2
+$23.7M
3
+$22.9M
4
LRCX icon
Lam Research
LRCX
+$21.2M
5
HOLX icon
Hologic
HOLX
+$19.5M

Sector Composition

1 Financials 14.15%
2 Technology 13.83%
3 Consumer Discretionary 13.77%
4 Industrials 13.07%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.71M 0.09%
134,869
+101,487
202
$3.63M 0.09%
121,450
+5,100
203
$3.62M 0.09%
51,869
+516
204
$3.55M 0.09%
132,223
+1,358
205
$3.46M 0.09%
121,775
+5,075
206
$3.44M 0.09%
62,225
+2,575
207
$3.44M 0.09%
35,111
+350
208
$3.44M 0.08%
62,164
+616
209
$3.37M 0.08%
110,575
+6,050
210
$3.28M 0.08%
129,450
+5,600
211
$3.26M 0.08%
72,887
+3,150
212
$3.13M 0.08%
65,050
+4,225
213
$3.1M 0.08%
364,843
+3,696
214
$3.07M 0.08%
45,800
+486
215
$2.99M 0.07%
98,625
+6,500
216
$2.95M 0.07%
114,013
+1,153
217
$2.86M 0.07%
31,549
+274
218
$2.85M 0.07%
64,575
+2,775
219
$2.79M 0.07%
84,135
+3,600
220
$2.72M 0.07%
60,077
+3,950
221
$2.71M 0.07%
73,550
+3,200
222
$2.62M 0.06%
88,700
+40,092
223
$2.6M 0.06%
83,433
+932
224
$2.58M 0.06%
152,150
+6,425
225
$2.51M 0.06%
73,450
+400
7 8
9
10 11