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
$952M
AUM Growth
-$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$10.5M
3
+$8.33M
4
ANSS
Ansys
ANSS
+$7.89M
5
TSCO icon
Tractor Supply
TSCO
+$7.49M

Top Sells

1
+$12M
2
+$8.36M
3
+$8.28M
4
MCD icon
McDonald's
MCD
+$8.28M
5
BA icon
Boeing
BA
+$8.12M

Sector Composition

1 Technology 18.22%
2 Healthcare 14.6%
3 Consumer Discretionary 12.36%
4 Communication Services 9.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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-6,340
228
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-15,725
229
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230
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231
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-1,011
232
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-3,295
233
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-113,999
234
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-8,590
235
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236
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237
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-4,000
238
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239
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-15,085
240
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241
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-82,827
242
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-10,878
243
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-14,415
6 7 8 9
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