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
776
$1.14M 0.01%
27,395
-1,072
777
$1.14M 0.01%
+29,800
778
$1.14M 0.01%
112,992
779
$1.13M 0.01%
21,474
+867
780
$1.13M 0.01%
15,827
781
$1.12M 0.01%
9,064
-11
782
$1.12M 0.01%
86,182
+3,895
783
$1.1M 0.01%
39,675
-3,113
784
$1.1M 0.01%
30,337
-595
785
$1.1M 0.01%
18,700
+16,694
786
$1.1M 0.01%
10,746
-10
787
$1.09M 0.01%
+58,550
788
$1.09M 0.01%
59,030
789
$1.09M 0.01%
23,881
-2,240
790
$1.09M 0.01%
22,694
-62
791
$1.08M 0.01%
47,932
792
$1.08M 0.01%
24,357
+23,237
793
$1.08M 0.01%
118,958
-2,119
794
$1.07M 0.01%
5,098
-178
795
$1.07M 0.01%
19,854
+8,873
796
$1.07M 0.01%
40,880
-45,800
797
$1.06M 0.01%
53,484
798
$1.06M 0.01%
+1,233,200
799
$1.06M 0.01%
7,376
-376
800
$1.05M 0.01%
30,162
-340
30 31
32
33 34