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
1576
$7K ﹤0.01%
161
1577
$7K ﹤0.01%
471
1578
$7K ﹤0.01%
+100
1579
$7K ﹤0.01%
256
-67
1580
$7K ﹤0.01%
+500
1581
$7K ﹤0.01%
166
-12
1582
$7K ﹤0.01%
280
1583
$7K ﹤0.01%
876
1584
$7K ﹤0.01%
+1,100
1585
$6K ﹤0.01%
300
1586
$6K ﹤0.01%
404
1587
$6K ﹤0.01%
+1,300
1588
$6K ﹤0.01%
400
-24
1589
$6K ﹤0.01%
100
+74
1590
$6K ﹤0.01%
175
1591
$6K ﹤0.01%
+300
1592
$6K ﹤0.01%
2,934
1593
$6K ﹤0.01%
260
1594
$6K ﹤0.01%
325
-32
1595
$6K ﹤0.01%
197
1596
$6K ﹤0.01%
3,740
-23,107
1597
$5K ﹤0.01%
282
1598
$5K ﹤0.01%
62
-6,500
1599
$5K ﹤0.01%
111
1600
$5K ﹤0.01%
655
62 63
64
65 66