QIM

Quest Investment Management Portfolio holdings

AUM $953M
1-Year Est. Return 24.11%
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$807M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$8.97M
3
+$7.32M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.25M
5
ANET icon
Arista Networks
ANET
+$6.22M

Top Sells

1
+$11.5M
2
+$4.96M
3
+$4.25M
4
JPM icon
JPMorgan Chase
JPM
+$4.07M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.57M

Sector Composition

1 Technology 25.66%
2 Communication Services 7.61%
3 Consumer Discretionary 6.94%
4 Financials 5.88%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1.55%
46,656
+4,039
27
$12.5M 1.55%
73,212
-4,538
28
$12.3M 1.52%
51,972
-1,176
29
$11.4M 1.41%
44,982
-9,245
30
$9.79M 1.21%
39,895
-16,612
31
$9.08M 1.13%
35,052
+1,390
32
$9.04M 1.12%
24,666
-8,725
33
$8.94M 1.11%
16,307
+10,438
34
$7.92M 0.98%
29,136
+7,745
35
$7.78M 0.96%
13,416
-118
36
$7.67M 0.95%
59,448
+2,233
37
$7.53M 0.93%
97,181
+80,330
38
$7.45M 0.92%
28,801
+967
39
$7.4M 0.92%
20,487
-6,870
40
$7.32M 0.91%
+120,636
41
$7M 0.87%
79,740
42
$5.54M 0.69%
24,965
+1,380
43
$5.44M 0.67%
177,000
44
$5.14M 0.64%
7,755
-2,816
45
$3.52M 0.44%
15,709
+12,056
46
$3M 0.37%
2,167
+959
47
$2.72M 0.34%
11,421
-4,572
48
$2.66M 0.33%
10,684
49
$2.3M 0.28%
6,968
50
$1.71M 0.21%
28,000
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