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
551
$206K 0.04%
1,887
-3,388
552
$206K 0.04%
+2,845
553
$205K 0.04%
+5,128
554
$204K 0.04%
+7,539
555
$204K 0.04%
+5,820
556
$204K 0.04%
+5,395
557
$204K 0.04%
9,242
-345
558
$202K 0.04%
+7,678
559
$201K 0.04%
+4,972
560
$198K 0.04%
33,821
+7,260
561
$191K 0.04%
50,282
-62,074
562
$189K 0.04%
+28,233
563
$182K 0.04%
+74,480
564
$164K 0.03%
+17,484
565
$163K 0.03%
+10,490
566
$150K 0.03%
32,065
-201,727
567
$148K 0.03%
+17,759
568
$141K 0.03%
34,198
-85,896
569
$139K 0.03%
+85,541
570
$133K 0.03%
+18,727
571
$121K 0.02%
+27,298
572
$120K 0.02%
+22,382
573
$103K 0.02%
+11,015
574
$90.3K 0.02%
+11,360
575
$73.2K 0.01%
+1,101
21 22
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