SRL

Scientech Research LLC Portfolio holdings

AUM $409M
1-Year Est. Return 39.85%
This Quarter Est. Return
1 Year Est. Return
+39.85%
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
151
$1.15M 0.23%
20,151
+312
152
$1.15M 0.23%
+15,798
153
$1.14M 0.23%
28,614
-35,205
154
$1.14M 0.23%
5,286
+2,913
155
$1.13M 0.22%
+10,660
156
$1.13M 0.22%
+4,150
157
$1.12M 0.22%
29,913
-11,031
158
$1.12M 0.22%
+38,949
159
$1.11M 0.22%
55,507
+40,499
160
$1.11M 0.22%
6,511
+4,541
161
$1.1M 0.22%
+22,090
162
$1.1M 0.22%
+36,815
163
$1.1M 0.22%
4,412
+2,582
164
$1.09M 0.22%
+49,037
165
$1.09M 0.22%
+85,416
166
$1.09M 0.22%
33,994
+28,617
167
$1.09M 0.22%
+8,565
168
$1.09M 0.22%
+30,755
169
$1.08M 0.21%
4,539
+1,023
170
$1.07M 0.21%
+6,172
171
$1.07M 0.21%
8,188
+3,658
172
$1.06M 0.21%
1,971
+848
173
$1.06M 0.21%
36,476
+25,678
174
$1.06M 0.21%
2,090
-912
175
$1.06M 0.21%
369,587
+234,778
5 6
7
8 9