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
$710M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.16M
3
+$6.01M
4
MMM icon
3M
MMM
+$5.75M
5
PG icon
Procter & Gamble
PG
+$5.67M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$6.16M
4
CERN
Cerner Corp
CERN
+$5.87M
5
M icon
Macy's
M
+$5.56M

Sector Composition

1 Technology 17.65%
2 Healthcare 16.64%
3 Consumer Discretionary 10.86%
4 Communication Services 9.92%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.54%
135,123
-16,402
27
$10.9M 1.53%
31,500
+4,444
28
$10.9M 1.53%
122,537
+9,157
29
$10.8M 1.53%
80,808
+1
30
$10.7M 1.5%
239,624
-7,978
31
$10.6M 1.49%
204,867
+13,412
32
$10.6M 1.49%
183,395
-215
33
$10.5M 1.47%
150,130
-17,616
34
$10.2M 1.44%
43,271
-1,836
35
$10.2M 1.43%
104,413
-944
36
$9.96M 1.4%
247,218
+12,061
37
$9.32M 1.31%
86,445
38
$8.8M 1.24%
85,360
-2,755
39
$8.38M 1.18%
202,140
40
$6.9M 0.97%
17,088
+3,449
41
$6.82M 0.96%
30,341
+4,771
42
$6.69M 0.94%
13,119
+569
43
$6.43M 0.91%
99,270
+5,820
44
$6.35M 0.89%
250,293
+31,074
45
$6.32M 0.89%
67,652
+20,119
46
$6.26M 0.88%
99,925
+4,636
47
$6.2M 0.87%
364,295
+6,311
48
$6.16M 0.87%
71,048
+9,084
49
$6.15M 0.87%
26,382
+8,760
50
$6.14M 0.86%
55,278
+10,713
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