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QIM

Quest Investment Management Portfolio holdings

AUM $857M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$953M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.15M
3
+$5.03M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.23M
5
ORCL icon
Oracle
ORCL
+$2.8M

Top Sells

1
+$7.04M
2
+$6.9M
3
+$5.77M
4
CRM icon
Salesforce
CRM
+$5.42M
5
ASML icon
ASML
ASML
+$4.75M

Sector Composition

1 Technology 28.01%
2 Consumer Discretionary 7.07%
3 Communication Services 6.69%
4 Financials 5.37%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.18%
29,958
-5,069
27
$11.1M 1.17%
60,540
-7,745
28
$11M 1.15%
11,873
-1,752
29
$11M 1.15%
153,750
+629
30
$10.8M 1.13%
11,745
-1,425
31
$10.7M 1.12%
46,479
-209
32
$10.4M 1.1%
122,841
+3,116
33
$10.4M 1.09%
96,045
+32,130
34
$9.93M 1.04%
20,407
+589
35
$9.74M 1.02%
83,148
+1,000
36
$9.31M 0.98%
7,065
+1,441
37
$9.29M 0.97%
43,000
+37,775
38
$9.22M 0.97%
33,680
+2,403
39
$8.41M 0.88%
86,185
-35,363
40
$8.4M 0.88%
59,572
-1,379
41
$8.22M 0.86%
79,740
42
$7.31M 0.77%
18,050
+4,443
43
$6.61M 0.69%
90,024
-1,712
44
$6.01M 0.63%
9,779
+8,298
45
$5.6M 0.59%
177,000
46
$5.27M 0.55%
28,862
+10,100
47
$4.95M 0.52%
19,452
-876
48
$3.7M 0.39%
12,313
+6,388
49
$3.62M 0.38%
15,332
-16,101
50
$3.32M 0.35%
6,968
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