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
$864M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$16.1M
3
+$7.75M
4
WDAY icon
Workday
WDAY
+$6.99M
5
UNP icon
Union Pacific
UNP
+$5.37M

Top Sells

1
+$15.1M
2
+$13.6M
3
+$11.3M
4
AAPL icon
Apple
AAPL
+$5.9M
5
UNH icon
UnitedHealth
UNH
+$3.9M

Sector Composition

1 Technology 24.5%
2 Healthcare 11.58%
3 Consumer Discretionary 10.35%
4 Communication Services 9%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.84%
157,749
+76,948
27
$15.8M 1.83%
123,451
+5,200
28
$15.8M 1.83%
48,879
+6,973
29
$15.8M 1.83%
115,541
-498
30
$15.7M 1.82%
582,032
+76,432
31
$15.7M 1.82%
88,714
-5,565
32
$15.7M 1.81%
107,645
+1,600
33
$15.6M 1.81%
103,030
+561
34
$14.9M 1.73%
109,348
35
$14.5M 1.68%
75,079
-1,615
36
$14.2M 1.65%
205,169
+16,126
37
$14M 1.61%
100,084
+14,940
38
$13M 1.51%
449,405
+522
39
$11.8M 1.37%
86,445
40
$11.7M 1.36%
36,015
+7,884
41
$9.78M 1.13%
59,463
+42,519
42
$5.73M 0.66%
47,828
43
$5.37M 0.62%
30,120
44
$4.64M 0.54%
32,195
+2,405
45
$4.59M 0.53%
42,663
+2,808
46
$4.55M 0.53%
48,596
+3,900
47
$4.54M 0.53%
60,077
+3,215
48
$4.41M 0.51%
32,391
+2,189
49
$4.23M 0.49%
16,214
-43,349
50
$4.16M 0.48%
107,501
-55,303
1
2
3 4 5