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
901
$714K 0.01%
9,370
-34
902
$711K 0.01%
12,794
+718
903
$710K 0.01%
+17,325
904
$706K 0.01%
10,447
-12
905
$706K 0.01%
+14,700
906
$705K 0.01%
29,856
-148
907
$705K 0.01%
13,369
-44,292
908
$692K 0.01%
15,213
+4,176
909
$687K 0.01%
14,558
-37
910
$683K 0.01%
23,672
911
$682K 0.01%
43,550
912
$681K 0.01%
16,639
+4,485
913
$676K 0.01%
18,201
-253
914
$674K 0.01%
11,644
-84
915
$674K 0.01%
12,804
+2,013
916
$671K 0.01%
6,077
-14
917
$664K 0.01%
14,285
-10
918
$660K 0.01%
28,500
+28,484
919
$659K 0.01%
20,315
-891
920
$657K 0.01%
6,299
-1,000
921
$657K 0.01%
5,542
922
$650K 0.01%
104,700
+103,300
923
$647K 0.01%
4,918
-6
924
$643K 0.01%
5,951
-10
925
$634K 0.01%
7,366
-14
35 36
37
38 39