QI

QS Investors Portfolio holdings

AUM $8.47B
1-Year Est. Return 30.71%
This Quarter Est. Return
1 Year Est. Return
+30.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.11B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,976
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$111M
3
+$43M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$37.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36M

Top Sells

1
+$22.1M
2
+$13.1M
3
+$12M
4
MSFT icon
Microsoft
MSFT
+$10.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.95M

Sector Composition

1 Healthcare 6.18%
2 Technology 6%
3 Consumer Discretionary 5.14%
4 Financials 5.11%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.81M 0.04%
79,020
+60,180
352
$3.8M 0.04%
66,865
-11,500
353
$3.78M 0.04%
+31,768
354
$3.78M 0.04%
74,750
+70,647
355
$3.74M 0.04%
145,327
+24,207
356
$3.73M 0.04%
211,210
-1,545
357
$3.73M 0.04%
31,863
+3,222
358
$3.69M 0.04%
227,937
+27,978
359
$3.66M 0.04%
96,203
-10,362
360
$3.65M 0.04%
232,290
361
$3.65M 0.04%
187,348
+5,981
362
$3.65M 0.04%
178,213
-1,746
363
$3.64M 0.04%
101,893
-936
364
$3.63M 0.04%
189,181
-937
365
$3.62M 0.04%
140,450
+140,250
366
$3.62M 0.04%
72,450
+6,488
367
$3.61M 0.04%
387,006
+174,806
368
$3.6M 0.04%
66,895
-42,356
369
$3.6M 0.04%
92,203
-534
370
$3.59M 0.04%
181,311
+35,545
371
$3.59M 0.04%
51,714
-10,477
372
$3.58M 0.04%
71,750
+64,937
373
$3.57M 0.04%
33,202
-449
374
$3.57M 0.04%
21,535
+581
375
$3.57M 0.04%
19,381
-126
13 14
15
16 17