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
1551
$10K ﹤0.01%
140
1552
$9K ﹤0.01%
862
1553
$9K ﹤0.01%
428
-29
1554
$9K ﹤0.01%
1,392
+200
1555
$9K ﹤0.01%
200
1556
$9K ﹤0.01%
1,392
1557
$9K ﹤0.01%
643
1558
$8K ﹤0.01%
384
1559
$8K ﹤0.01%
158
1560
$8K ﹤0.01%
127
-4
1561
$8K ﹤0.01%
500
1562
$8K ﹤0.01%
718
1563
$8K ﹤0.01%
111
-2
1564
$8K ﹤0.01%
+38
1565
$8K ﹤0.01%
142
1566
$8K ﹤0.01%
+1,300
1567
$8K ﹤0.01%
125
+108
1568
$8K ﹤0.01%
+1,000
1569
$7K ﹤0.01%
500
1570
$7K ﹤0.01%
200
1571
$7K ﹤0.01%
200
+182
1572
$7K ﹤0.01%
189
-6
1573
$7K ﹤0.01%
1,182
1574
$7K ﹤0.01%
139
-15
1575
$7K ﹤0.01%
151
-3
61 62
63
64 65