QI

QS Investors Portfolio holdings

AUM $8.47B
1-Year Est. Return 30.71%
This Fund
S&P 500
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
+$116M
2
+$109M
3
+$42.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$36.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$34.6M

Top Sells

1
+$21.1M
2
+$12.8M
3
+$11.6M
4
CI icon
Cigna
CI
+$10.2M
5
MSFT icon
Microsoft
MSFT
+$9.79M

Sector Composition

1 Healthcare 6.18%
2 Technology 5.98%
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
1951
– –
-79
1952
– –
-34
1953
– –
-5
1954
– –
-31
1955
– –
-26
1956
– –
-7
1957
– –
-427
1958
– –
-442,917
1959
– –
-70,779
1960
– –
-1,800
1961
– –
-27
1962
– –
-144
1963
– –
-10
1964
– –
-11
1965
– –
-1,035
1966
– –
-11
1967
– –
-8
1968
– –
-6
1969
– –
-10
1970
– –
-8
1971
– –
-63
1972
– –
-39
1973
– –
-6
1974
– –
-46
1975
– –
-2,184
76 77 78
79
80