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
1826
– –
-4
1827
– –
-3
1828
– –
-10
1829
– –
-3,502
1830
– –
-54
1831
– –
-15
1832
– –
-34
1833
– –
-21
1834
– –
-5
1835
– –
-67
1836
– –
-19
1837
– –
-39
1838
– –
-13
1839
– –
-7
1840
– –
-84
1841
– –
-24
1842
– –
-57
1843
– –
-10
1844
– –
-66
1845
– –
-6
1846
– –
-75
1847
– –
-14
1848
– –
-40
1849
– –
-6
1850
– –
-10
72 73
74
75 76