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QIM

Quest Investment Management Portfolio holdings

AUM $857M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.17M
3
+$7.15M
4
META icon
Meta Platforms (Facebook)
META
+$6.75M
5
BFH icon
Bread Financial
BFH
+$6.65M

Top Sells

1
+$16.7M
2
+$8.81M
3
+$8.21M
4
SPG icon
Simon Property Group
SPG
+$7.7M
5
GE icon
GE Aerospace
GE
+$7.25M

Sector Composition

1 Technology 15.65%
2 Healthcare 14.06%
3 Consumer Discretionary 13.63%
4 Industrials 10.66%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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228
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229
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231
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-6,805
232
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-134,426
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240
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241
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-8,045
6 7 8 9
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