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
1876
– –
-66
1877
– –
-16
1878
– –
-51
1879
– –
-6,500
1880
– –
-13
1881
– –
-10
1882
– –
-11
1883
– –
-16
1884
– –
-83
1885
– –
-9
1886
– –
-8
1887
– –
-2
1888
– –
-17,184
1889
– –
-7
1890
– –
-30
1891
– –
-20
1892
– –
-106
1893
– –
-26
1894
– –
-25,769
1895
– –
-318
1896
– –
-11
1897
– –
-47
1898
– –
-113,890
1899
– –
-57
1900
– –
-81
74 75
76
77 78