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
1951
– –
-7
1952
– –
-427
1953
– –
-442,917
1954
– –
-70,779
1955
– –
-1,800
1956
– –
-27
1957
– –
-144
1958
– –
-10
1959
– –
-11
1960
– –
-1,035
1961
– –
-11
1962
– –
-8
1963
– –
-6
1964
– –
-10
1965
– –
-8
1966
– –
-63
1967
– –
-39
1968
– –
-6
1969
– –
-46
1970
– –
-21
1971
– –
-19
1972
– –
-2,184
1973
– –
-30
1974
– –
-103,617
1975
– –
-64,967
76 77 78
79
80