QIM

Quantitative Investment Management Portfolio holdings

AUM $719M
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
-$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$27.6M
3
+$19.9M
4
AMGN icon
Amgen
AMGN
+$19.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15M

Top Sells

1
+$25.2M
2
+$21.5M
3
+$16.7M
4
T icon
AT&T
T
+$14.2M
5
BA icon
Boeing
BA
+$13.1M

Sector Composition

1 Consumer Discretionary 13.39%
2 Communication Services 8.17%
3 Technology 8.15%
4 Healthcare 7.57%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
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