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
$783M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$14.5M
3
+$14.2M
4
AME icon
Ametek
AME
+$12.5M
5
VZ icon
Verizon
VZ
+$12.3M

Top Sells

1
+$15.6M
2
+$14.9M
3
+$13.6M
4
SLB icon
SLB Ltd
SLB
+$13.6M
5
DE icon
Deere & Co
DE
+$8.1M

Sector Composition

1 Technology 16.48%
2 Healthcare 13.5%
3 Communication Services 13.11%
4 Industrials 12.31%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 1.91%
175,850
+3,479
27
$15M 1.91%
269,536
-4,881
28
$14.9M 1.9%
396,956
+8,562
29
$14.8M 1.89%
141,538
+7,739
30
$14.5M 1.85%
172,474
+8,523
31
$13.5M 1.72%
133,040
32
$12.5M 1.59%
+256,760
33
$11.6M 1.48%
103,265
-2,375
34
$10.7M 1.36%
80,125
35
$10.5M 1.34%
86,445
36
$9.77M 1.25%
201,140
37
$8.68M 1.11%
59,372
+57,180
38
$8.56M 1.09%
148,342
39
$8.56M 1.09%
92,506
+31,523
40
$7.83M 1%
55,488
-35,002
41
$7.38M 0.94%
49,435
+5,176
42
$7.34M 0.94%
+103,494
43
$7.28M 0.93%
70,466
-677
44
$6.27M 0.8%
64,910
-17,033
45
$6.26M 0.8%
98,866
-415
46
$6.17M 0.79%
4,212
-167
47
$6.16M 0.79%
137,986
+14,796
48
$6.14M 0.78%
80,249
+10,635
49
$6.13M 0.78%
177,588
-14,192
50
$5.03M 0.64%
121,346
+641
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