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
$849M
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.5M
3
+$10.7M
4
TJX icon
TJX Companies
TJX
+$10.7M
5
PANW icon
Palo Alto Networks
PANW
+$8.19M

Top Sells

1
+$14.2M
2
+$13.7M
3
+$12.8M
4
WDAY icon
Workday
WDAY
+$12.8M
5
ABT icon
Abbott
ABT
+$7.99M

Sector Composition

1 Technology 25.77%
2 Healthcare 12.5%
3 Consumer Discretionary 11.27%
4 Financials 7.05%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.34%
64,206
-7,912
27
$11.3M 1.34%
57,011
+9,296
28
$11.3M 1.33%
136,734
+99,504
29
$11.3M 1.33%
45,590
-6,140
30
$11.2M 1.32%
29,120
+2,443
31
$11.2M 1.32%
72,906
+3,285
32
$11.2M 1.32%
30,562
+2,488
33
$11.2M 1.32%
737,900
-116,550
34
$11.1M 1.31%
74,298
35
$11.1M 1.31%
76,070
-1,595
36
$11M 1.29%
107,402
+11,775
37
$10.9M 1.29%
58,391
+15,903
38
$10.7M 1.26%
+97,045
39
$10.7M 1.26%
+191,456
40
$10.6M 1.24%
96,980
-3,180
41
$10.5M 1.24%
117,768
+11,661
42
$10.4M 1.23%
52,918
-8,201
43
$10.4M 1.22%
52,660
44
$10.4M 1.22%
21,787
+16,232
45
$9.44M 1.11%
28,002
-519
46
$7.15M 0.84%
36,303
+2,558
47
$6.47M 0.76%
36,736
+17,289
48
$5.93M 0.7%
180,440
-37,711
49
$5.89M 0.69%
57,968
+2,486
50
$5.76M 0.68%
33,400
+3,687
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