QIM

Quest Investment Management Portfolio holdings

AUM $910M
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
+$8.03M
2
+$7.85M
3
+$7.38M
4
BFH icon
Bread Financial
BFH
+$7.33M
5
EMN icon
Eastman Chemical
EMN
+$7.19M

Top Sells

1
+$16.7M
2
+$10.1M
3
+$8.21M
4
SPG icon
Simon Property Group
SPG
+$7.85M
5
GE icon
GE Aerospace
GE
+$7.18M

Sector Composition

1 Technology 15.65%
2 Healthcare 14.06%
3 Consumer Discretionary 13.63%
4 Industrials 10.66%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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6 7 8 9
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