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
201
$9.73M 0.18%
292,255
+8,000
202
$9.69M 0.18%
211,070
+5,700
203
$9.54M 0.18%
36,484
-647
204
$9.48M 0.17%
103,282
+3,100
205
$9.44M 0.17%
81,949
+3,200
206
$9.39M 0.17%
+68,842
207
$9.32M 0.17%
113,243
+4,100
208
$9.25M 0.17%
58,162
-878
209
$9.18M 0.17%
58,766
+28,555
210
$9.05M 0.17%
61,287
-39,281
211
$8.99M 0.17%
110,679
+3,300
212
$8.94M 0.16%
165,058
+5,148
213
$8.84M 0.16%
+234,473
214
$8.71M 0.16%
60,124
-40,867
215
$8.6M 0.16%
70,567
+2,400
216
$8.59M 0.16%
239,352
+6,700
217
$8.56M 0.16%
471,552
-374,368
218
$8.55M 0.16%
24,555
-16,921
219
$8.45M 0.16%
252,115
-485
220
$8.34M 0.15%
110,413
+3,200
221
$8.26M 0.15%
46,450
+15,465
222
$8.25M 0.15%
240,992
+6,675
223
$8.18M 0.15%
103,779
+2,900
224
$8.17M 0.15%
105,315
+3,300
225
$8.02M 0.15%
38,621
-682
7 8
9
10 11