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
701
$1.54M 0.02%
27,669
-6,473
702
$1.53M 0.02%
+62,900
703
$1.53M 0.02%
5,861
-13,251
704
$1.52M 0.02%
66,829
705
$1.52M 0.02%
74,279
706
$1.52M 0.02%
21,873
+1,585
707
$1.52M 0.02%
54,702
+8,224
708
$1.51M 0.02%
43,933
-18,163
709
$1.51M 0.02%
89,578
-20
710
$1.5M 0.02%
28,588
711
$1.5M 0.02%
93,302
712
$1.48M 0.02%
107,748
713
$1.48M 0.02%
+80,400
714
$1.47M 0.02%
58,493
-55,100
715
$1.46M 0.02%
119,611
-112,200
716
$1.45M 0.02%
49,383
-11,538
717
$1.45M 0.02%
5,357
-7
718
$1.44M 0.02%
20,069
-6,350
719
$1.44M 0.02%
7,480
-255
720
$1.43M 0.02%
63,109
721
$1.41M 0.02%
37,279
+21,031
722
$1.41M 0.02%
24,235
+9,125
723
$1.4M 0.02%
62,740
724
$1.39M 0.02%
27,916
-4,233
725
$1.39M 0.02%
53,179
-58
27 28
29
30 31