QCM

Quest Capital Management Portfolio holdings

AUM $582M
1-Year Est. Return 31.4%
This Quarter Est. Return
1 Year Est. Return
+31.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$1.49M
3
+$1.29M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$552K
5
UL icon
Unilever
UL
+$528K

Top Sells

1
+$5.15M
2
+$2.49M
3
+$1.41M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$788K
5
CVX icon
Chevron
CVX
+$437K

Sector Composition

1 Financials 29.54%
2 Technology 6.99%
3 Healthcare 3.04%
4 Industrials 2.2%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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258
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260
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261
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262
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263
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-7,144
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