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
$736M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.6M
3
+$8.65M
4
APH icon
Amphenol
APH
+$5.83M
5
UNP icon
Union Pacific
UNP
+$3.17M

Top Sells

1
+$13.6M
2
+$12.1M
3
+$11.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$11.7M
5
HCA icon
HCA Healthcare
HCA
+$7.35M

Sector Composition

1 Healthcare 20.15%
2 Technology 17.73%
3 Consumer Discretionary 11.64%
4 Communication Services 8.51%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.85%
112,742
+71,730
27
$13.6M 1.84%
151,999
+25,966
28
$13.4M 1.81%
135,301
+7,319
29
$13.3M 1.8%
396,788
+76,477
30
$13.2M 1.8%
170,794
+3,083
31
$13.2M 1.79%
240,449
-13,196
32
$13.1M 1.78%
210,373
+7,611
33
$11.8M 1.6%
133,040
-56,820
34
$9.76M 1.33%
80,350
-458
35
$9.62M 1.31%
153,910
-53,816
36
$9.57M 1.3%
162,962
+1,405
37
$8.76M 1.19%
89,490
-2,500
38
$8.71M 1.18%
201,140
-1,000
39
$8.54M 1.16%
86,445
40
$6.75M 0.92%
12,436
-3,229
41
$6.69M 0.91%
33,923
-4,644
42
$6.42M 0.87%
122,279
+7,324
43
$6.42M 0.87%
48,505
-7,348
44
$6.29M 0.85%
62,938
-552
45
$6.24M 0.85%
96,485
+1,405
46
$6.23M 0.85%
106,355
+7,256
47
$6.21M 0.84%
220,030
-13,922
48
$6.19M 0.84%
70,334
-11,627
49
$6.16M 0.84%
48,901
-4,665
50
$5.95M 0.81%
74,724
-11,989
1
2
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