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
376
$501K 0.1%
13,700
+867
377
$496K 0.1%
+14,078
378
$491K 0.1%
+28,988
379
$491K 0.1%
32,462
+5,449
380
$487K 0.1%
+13,770
381
$486K 0.1%
+44,286
382
$485K 0.1%
+7,204
383
$483K 0.1%
+4,788
384
$481K 0.1%
+5,970
385
$472K 0.09%
2,434
-8,159
386
$471K 0.09%
+3,388
387
$469K 0.09%
+42,975
388
$468K 0.09%
+2,683
389
$463K 0.09%
1,293
-1,122
390
$458K 0.09%
+17,973
391
$453K 0.09%
9,638
-14,685
392
$452K 0.09%
15,978
-14,118
393
$447K 0.09%
4,672
+1,319
394
$447K 0.09%
8,183
-5,763
395
$445K 0.09%
+6,382
396
$442K 0.09%
1,283
-6,951
397
$441K 0.09%
1,924
+44
398
$438K 0.09%
864
-254
399
$433K 0.09%
17,671
-34,205
400
$432K 0.09%
+2,223
14 15
16
17 18