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
$735M
AUM Growth
+$8.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.45M
3
+$5.89M
4
ANSS
Ansys
ANSS
+$5.61M
5
XRAY icon
Dentsply Sirona
XRAY
+$5.47M

Top Sells

1
+$14.1M
2
+$6.21M
3
+$3.45M
4
UNH icon
UnitedHealth
UNH
+$2.96M
5
BA icon
Boeing
BA
+$2.93M

Sector Composition

1 Healthcare 18.77%
2 Technology 16.51%
3 Consumer Staples 9.99%
4 Consumer Discretionary 9.22%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.82%
179,888
-4,574
27
$13.3M 1.81%
196,309
+37,964
28
$13.3M 1.81%
90,176
-17,602
29
$13.3M 1.81%
138,632
+8,340
30
$12.9M 1.76%
163,003
-27,617
31
$12.9M 1.76%
113,970
-5,753
32
$12.4M 1.68%
133,040
33
$10.9M 1.48%
105,640
+16,150
34
$10.6M 1.44%
201,140
35
$9.93M 1.35%
80,125
36
$9.1M 1.24%
86,445
37
$8.55M 1.16%
116,235
+80,015
38
$8.28M 1.13%
148,342
-14,835
39
$6.53M 0.89%
+101,188
40
$6.47M 0.88%
44,197
-3,531
41
$6.45M 0.88%
+79,575
42
$6.26M 0.85%
157,050
+21,285
43
$6.14M 0.84%
102,953
-6,826
44
$6.12M 0.83%
47,891
+598
45
$6.08M 0.83%
82,667
-4,280
46
$6.08M 0.83%
104,916
+3,305
47
$6.07M 0.83%
66,688
+662
48
$6.06M 0.83%
4,857
+1,953
49
$6.05M 0.82%
185,658
-19,832
50
$6.05M 0.82%
25,001
-3,538
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