QIM
Quest Investment Management Portfolio holdings
AUM
$953M
1-Year Est. Return
24.11%
1 Year Est. Return
+24.11%
AUM
$953M
AUM Growth
+$42.4M
(+4.7%)
Holding
138
Top Buys
| 1 | +$8.16M | |
| 2 | +$8.06M | |
| 3 | +$5.1M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$3.46M |
| 5 |
Oracle
ORCL
|
+$3.1M |
Top Sells
| 1 | +$8.16M | |
| 2 | +$7.08M | |
| 3 | +$6.53M | |
| 4 |
Salesforce
CRM
|
+$5.09M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Uber
UBER
$178B
| $3.29M | 0.35% |
33,576
+9,057
|
|
||
52
Danaher
DHR
$164B
| $3.27M | 0.34% |
16,480
-2,205
|
|
||
|
53
Oracle
ORCL
$567B
| $3.1M | 0.33% |
+11,014
|
|
||
54
IBM
IBM
$290B
| $3.01M | 0.32% |
10,684
|
|
||
55
Shell
SHEL
$208B
| $2.61M | 0.27% |
36,532
+220
|
|
||
56
Bristol-Myers Squibb
BMY
$104B
| $1.92M | 0.2% |
42,585
+154
|
|
||
57
Spotify
SPOT
$123B
| $1.89M | 0.2% |
2,709
+1,155
|
|
||
58
Zscaler
ZS
$38.6B
| $1.72M | 0.18% |
5,730
+900
|
|
||
59
Blackstone
BX
$119B
| $1.69M | 0.18% |
9,864
-186
|
|
||
60
Snowflake
SNOW
$75.5B
| $1.65M | 0.17% |
+7,311
|
|
||
61
Curtiss-Wright
CW
$21B
| $1.63M | 0.17% |
3,011
-5
|
|
||
62
TJX Companies
TJX
$173B
| $1.53M | 0.16% |
10,555
+180
|
|
||
63
Powell Industries
POWL
$4.39B
| $1.52M | 0.16% |
5,002
+45
|
|
||
64
Merck
MRK
$246B
| $1.51M | 0.16% |
18,000
|
|
||
65
Cintas
CTAS
$75.9B
| $1.5M | 0.16% |
7,297
-1,926
|
|
||
66
Kinder Morgan
KMI
$59.7B
| $1.5M | 0.16% |
52,886
+435
|
|
||
67
HubSpot
HUBS
$20.3B
| $1.47M | 0.15% |
3,140
-305
|
|
||
68
Old Republic International
ORI
$11B
| $1.36M | 0.14% |
32,091
+303
|
|
||
69
Linde
LIN
$188B
| $1.33M | 0.14% |
2,793
+162
|
|
||
70
Vistra
VST
$59.2B
| $1.21M | 0.13% |
6,179
-433
|
|
||
71
Stryker
SYK
$135B
| $1.19M | 0.12% |
3,219
+93
|
|
||
72
Xylem
XYL
$34.1B
| $1.12M | 0.12% |
7,588
+77
|
|
||
73
Woodward
WWD
$17.9B
| $1.09M | 0.11% |
4,313
+50
|
|
||
74
Ducommun
DCO
$1.42B
| $1.07M | 0.11% |
11,084
-325
|
|
||
75
Intuitive Surgical
ISRG
$194B
| $1.05M | 0.11% |
2,346
+224
|
|