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
1526
$16K ﹤0.01%
878
1527
$15K ﹤0.01%
380
-5,396
1528
$15K ﹤0.01%
542
1529
$14K ﹤0.01%
186
-5
1530
$14K ﹤0.01%
209
1531
$14K ﹤0.01%
2,300
+1,100
1532
$14K ﹤0.01%
1,734
1533
$13K ﹤0.01%
543
-9,185
1534
$13K ﹤0.01%
61
-6
1535
$13K ﹤0.01%
2,208
+1,300
1536
$12K ﹤0.01%
11,324
1537
$12K ﹤0.01%
128
1538
$12K ﹤0.01%
94
-3
1539
$12K ﹤0.01%
167
1540
$12K ﹤0.01%
933
1541
$12K ﹤0.01%
301
-26
1542
$12K ﹤0.01%
100
-27,696
1543
$12K ﹤0.01%
1,200
-9,666
1544
$11K ﹤0.01%
400
-35
1545
$11K ﹤0.01%
427
+12
1546
$11K ﹤0.01%
287
+27
1547
$11K ﹤0.01%
202
1548
$11K ﹤0.01%
751
1549
$11K ﹤0.01%
600
1550
$10K ﹤0.01%
1,000
60 61
62
63 64