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
1451
$80K ﹤0.01%
2,100
1452
$79K ﹤0.01%
1,100
-1,400
1453
$78K ﹤0.01%
+700
1454
$77K ﹤0.01%
4,500
-48
1455
$77K ﹤0.01%
400
-5
1456
$76K ﹤0.01%
1,680
-11
1457
$76K ﹤0.01%
1,000
-14
1458
$76K ﹤0.01%
35,902
-97,084
1459
$75K ﹤0.01%
850
-3,849
1460
$74K ﹤0.01%
1,536
-16
1461
$73K ﹤0.01%
1,300
-8
1462
$73K ﹤0.01%
1,433
-35,190
1463
$72K ﹤0.01%
6,600
-56
1464
$71K ﹤0.01%
2,543
-19
1465
$71K ﹤0.01%
6,500
1466
$69K ﹤0.01%
1,812
1467
$68K ﹤0.01%
4,420
-119
1468
$68K ﹤0.01%
720
1469
$67K ﹤0.01%
440
-4
1470
$65K ﹤0.01%
2,211
1471
$65K ﹤0.01%
1,588
-1,056
1472
$65K ﹤0.01%
1,762
-118
1473
$65K ﹤0.01%
2,630
1474
$65K ﹤0.01%
700
-606
1475
$64K ﹤0.01%
2,346
-12
57 58
59
60 61