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
1626
$3K ﹤0.01%
22
1627
$3K ﹤0.01%
82
-35
1628
$3K ﹤0.01%
429
1629
$2K ﹤0.01%
202
1630
$2K ﹤0.01%
1,204
1631
$2K ﹤0.01%
356
1632
$2K ﹤0.01%
348
1633
$1K ﹤0.01%
34
1634
$1K ﹤0.01%
154
1635
$1K ﹤0.01%
100
1636
– –
-45
1637
– –
-9
1638
– –
-52
1639
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-27
1640
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-38
1641
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1642
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-30
1643
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-6
1644
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-17
1645
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-12
1647
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1648
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1649
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-14
1650
– –
-33
64 65
66
67 68