SRL

Scientech Research LLC Portfolio holdings

AUM $287M
1-Year Est. Return 55.26%
This Quarter Est. Return
1 Year Est. Return
+55.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$2.84M
4
INTU icon
Intuit
INTU
+$2.48M
5
ULTA icon
Ulta Beauty
ULTA
+$2.47M

Top Sells

1
+$4.09M
2
+$3.02M
3
+$2.67M
4
PH icon
Parker-Hannifin
PH
+$2.63M
5
AMP icon
Ameriprise Financial
AMP
+$2.58M

Sector Composition

1 Technology 19.91%
2 Consumer Discretionary 14.04%
3 Healthcare 13.76%
4 Financials 11.63%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$821K 0.16%
+19,561
252
$815K 0.16%
+20,116
253
$812K 0.16%
16,929
-1,197
254
$812K 0.16%
+17,056
255
$807K 0.16%
39,262
-7,839
256
$803K 0.16%
+13,753
257
$799K 0.16%
+14,157
258
$794K 0.16%
+10,755
259
$788K 0.16%
+4,679
260
$788K 0.16%
16,417
-8,618
261
$786K 0.16%
+16,666
262
$781K 0.16%
+12,002
263
$776K 0.15%
+5,196
264
$776K 0.15%
2,965
-6,299
265
$769K 0.15%
13,787
+10,956
266
$768K 0.15%
+27,139
267
$767K 0.15%
+4,711
268
$767K 0.15%
16,078
-1,221
269
$767K 0.15%
6,200
-771
270
$757K 0.15%
37,551
+16,801
271
$755K 0.15%
+410
272
$747K 0.15%
2,507
-2,842
273
$747K 0.15%
+3,557
274
$744K 0.15%
6,553
-7,897
275
$744K 0.15%
+18,344
9 10
11
12 13