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
626
$1.88M 0.02%
64,753
-778
627
$1.88M 0.02%
92,040
+91,622
628
$1.88M 0.02%
58,245
629
$1.88M 0.02%
+156,175
630
$1.88M 0.02%
133,626
631
$1.87M 0.02%
+80,000
632
$1.87M 0.02%
15,679
-1,017
633
$1.86M 0.02%
55,664
-17,301
634
$1.85M 0.02%
22,473
-4,297
635
$1.85M 0.02%
46,667
636
$1.84M 0.02%
54,323
-188
637
$1.84M 0.02%
30,545
-3,687
638
$1.84M 0.02%
56,504
-60,652
639
$1.84M 0.02%
85,977
-15,998
640
$1.83M 0.02%
10,662
+2,343
641
$1.82M 0.02%
33,837
-713
642
$1.82M 0.02%
21,217
-128
643
$1.82M 0.02%
108,651
-95
644
$1.8M 0.02%
152,700
+23,400
645
$1.79M 0.02%
56,769
-6,124
646
$1.79M 0.02%
26,155
-24
647
$1.79M 0.02%
25,520
+25,320
648
$1.78M 0.02%
28,208
-148
649
$1.77M 0.02%
22,651
650
$1.77M 0.02%
65,757
24 25
26
27 28