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
$1.07B
AUM Growth
-$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$7.78M
3
+$7.01M
4
LNKD
LinkedIn Corporation
LNKD
+$3.81M
5
AMZN icon
Amazon
AMZN
+$3.57M

Top Sells

1
+$9.25M
2
+$9.11M
3
+$8.98M
4
PM icon
Philip Morris
PM
+$8.94M
5
MDT icon
Medtronic
MDT
+$8.8M

Sector Composition

1 Technology 18.4%
2 Healthcare 13.34%
3 Consumer Discretionary 11.66%
4 Industrials 10.62%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 1.37%
149,255
-37,641
27
$14.1M 1.32%
821,102
-107,026
28
$14.1M 1.32%
55,758
+1,111
29
$14M 1.32%
278,070
+2,693
30
$14M 1.31%
142,850
-47,364
31
$14M 1.31%
111,501
+8,273
32
$13.8M 1.3%
311,950
-22,944
33
$13.8M 1.29%
155,733
-5,758
34
$13.4M 1.26%
248,964
-22,756
35
$12.4M 1.16%
185,496
-20,080
36
$12.4M 1.16%
179,705
37
$11.7M 1.1%
285,406
-42,397
38
$11.4M 1.07%
676,800
+212,520
39
$11M 1.04%
139,912
-74,851
40
$10.6M 0.99%
386,306
-244,584
41
$10.5M 0.98%
110,577
-7,245
42
$10.4M 0.97%
905,656
-170,600
43
$10.3M 0.96%
112,135
-33,288
44
$10.1M 0.94%
81,028
-32,347
45
$10M 0.94%
149,075
-80
46
$9.43M 0.88%
96,207
+3,933
47
$9.12M 0.86%
162,849
-24,241
48
$9.12M 0.86%
140,584
-13,096
49
$8.96M 0.84%
107,358
-12,421
50
$8.96M 0.84%
295,372
+14,798
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