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
976
$497K 0.01%
13,924
-28
977
$496K 0.01%
5,500
-2,700
978
$495K 0.01%
3,000
-100
979
$494K 0.01%
11,445
980
$493K 0.01%
22,555
+18,000
981
$493K 0.01%
12,840
-38,318
982
$492K 0.01%
1,436
-116
983
$491K 0.01%
17,129
-106
984
$491K 0.01%
37,440
-8,358
985
$490K 0.01%
+109,700
986
$489K 0.01%
5,495
-12
987
$486K 0.01%
23,407
-30
988
$485K 0.01%
4,649
-11
989
$485K 0.01%
55,589
-271
990
$483K 0.01%
7,024
-206
991
$478K 0.01%
71,315
-548
992
$474K 0.01%
9,551
-776
993
$474K 0.01%
+20,400
994
$472K 0.01%
12,967
995
$467K 0.01%
2,732
-15
996
$467K 0.01%
40,583
-200,273
997
$466K 0.01%
15,900
-27,760
998
$465K 0.01%
6,052
-936
999
$461K 0.01%
4,187
-18,369
1000
$456K 0.01%
7,480
-20,991
38 39
40
41 42