QIM
Quest Investment Management Portfolio holdings
AUM
$910M
1-Year Return
20.44%
This Quarter Return
+8.89%
1 Year Return
+20.44%
3 Year Return
+92.96%
5 Year Return
+135.08%
10 Year Return
+362.02%
AUM
$1.17B
AUM Growth
-$155M
(-12%)
Cap. Flow
-$257M
Cap. Flow
% of AUM
-21.99%
Top 10 Holdings %
Top 10 Hldgs %
16.12%
Holding
243
New
45
Increased
35
Reduced
117
Closed
32
Top Buys
| 1 |
Microsoft
MSFT
|
$18M |
| 2 |
Cisco
CSCO
|
$16.9M |
| 3 |
LyondellBasell Industries
LYB
|
$16.3M |
| 4 |
EOG Resources
EOG
|
$16.2M |
| 5 |
Hershey
HSY
|
$15.2M |
Top Sells
| 1 |
IBM
IBM
|
$29.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$27.3M |
| 3 |
AbbVie
ABBV
|
$24.6M |
| 4 |
Abbott
ABT
|
$23M |
| 5 |
Schlumberger
SLB
|
$18.4M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Healthcare | 12.75% |
| 3 | Consumer Discretionary | 11.24% |
| 4 | Industrials | 10.79% |
| 5 | Consumer Staples | 8.8% |
