QIM

Quest Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.8M
3
+$15.5M
4
HSY icon
Hershey
HSY
+$15.3M
5
EOG icon
EOG Resources
EOG
+$14.8M

Top Sells

1
+$30.2M
2
+$27.6M
3
+$24.4M
4
ABT icon
Abbott
ABT
+$24.3M
5
SLB icon
SLB Ltd
SLB
+$17.1M

Sector Composition

1 Technology 19.82%
2 Healthcare 12.75%
3 Consumer Discretionary 11.24%
4 Industrials 10.79%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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