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
$1.09B
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4.75M
3
+$4.57M
4
TSLA icon
Tesla
TSLA
+$4.38M
5
PANW icon
Palo Alto Networks
PANW
+$4.21M

Top Sells

1
+$14.4M
2
+$11.2M
3
+$9.56M
4
TEAM icon
Atlassian
TEAM
+$6.57M
5
BAH icon
Booz Allen Hamilton
BAH
+$4.95M

Sector Composition

1 Technology 31.93%
2 Healthcare 10.57%
3 Communication Services 10.4%
4 Consumer Discretionary 9.74%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 1.36%
24,287
-1,320
27
$14.8M 1.36%
189,518
+724
28
$14.6M 1.34%
86,445
29
$14.5M 1.33%
163,891
+32,649
30
$14.3M 1.32%
74,469
-1,956
31
$14.3M 1.31%
22,978
-3,235
32
$14.3M 1.31%
52,574
-6,584
33
$14.2M 1.31%
36,384
-16,786
34
$14.1M 1.29%
83,976
+55,296
35
$14.1M 1.29%
56,226
-4,249
36
$14M 1.28%
24,291
-1,140
37
$14M 1.28%
104,380
-4,780
38
$13.9M 1.28%
25,797
-3,874
39
$13.7M 1.26%
195,336
+28,265
40
$13.7M 1.26%
53,305
+1,567
41
$13.7M 1.26%
94,130
+7,452
42
$13.4M 1.23%
369,700
-63,600
43
$13.4M 1.23%
99,060
+10,390
44
$12.6M 1.16%
29,730
-1,745
45
$9.54M 0.88%
40,314
-1,467
46
$9.34M 0.86%
279,580
47
$8.34M 0.77%
214,926
+1,846
48
$8.22M 0.75%
37,575
+21,715
49
$7.99M 0.73%
59,021
+33,727
50
$6.03M 0.55%
58,300
+17,916
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