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
$707M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.1M
5
NFLX icon
Netflix
NFLX
+$7.13M

Top Sells

1
+$13.5M
2
+$13.1M
3
+$12.1M
4
ADBE icon
Adobe
ADBE
+$11.6M
5
MCD icon
McDonald's
MCD
+$9.44M

Sector Composition

1 Technology 26.36%
2 Healthcare 9.6%
3 Consumer Discretionary 6.25%
4 Financials 5.41%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.75%
21,860
+19,192
27
$12.1M 1.71%
71,188
+5,149
28
$12M 1.7%
32,901
+2,194
29
$12M 1.69%
70,698
+5,319
30
$11.8M 1.68%
74,298
31
$11.3M 1.59%
52,660
32
$10.5M 1.48%
52,115
+5,080
33
$9.83M 1.39%
48,291
+33,891
34
$8.31M 1.17%
93,473
-52,767
35
$7.13M 1.01%
+18,889
36
$6.64M 0.94%
72,711
-51,240
37
$6.11M 0.86%
29,359
38
$5.62M 0.79%
10,461
+7,255
39
$5.57M 0.79%
29,440
40
$5.56M 0.79%
53,767
+7,632
41
$5.35M 0.76%
177,528
-1,130
42
$4.25M 0.6%
79,740
43
$3.56M 0.5%
7,043
+801
44
$3.15M 0.45%
24,857
-961
45
$2.5M 0.35%
8,142
-618
46
$2.22M 0.31%
15,043
-227
47
$2.09M 0.3%
4,092
-22,779
48
$2.07M 0.29%
54,609
+1,746
49
$2.06M 0.29%
22,874
-7,776
50
$2.04M 0.29%
12,837
-248
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