We are live on ! Find out more
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
$857M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$16.7M
3
+$4.71M
4
VIK icon
Viking Holdings
VIK
+$3.52M
5
GE icon
GE Aerospace
GE
+$2.76M

Top Sells

1
+$32M
2
+$15.7M
3
+$5.08M
4
TDG icon
TransDigm Group
TDG
+$3.91M
5
ECL icon
Ecolab
ECL
+$3.58M

Sector Composition

1 Technology 24.48%
2 Consumer Discretionary 6.13%
3 Communication Services 6%
4 Industrials 5.7%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$324B
$4.36M 0.51%
13,271
-803
ORCL icon
52
Oracle
ORCL
$515B
$4.32M 0.5%
29,370
+2,068
TDG icon
53
TransDigm Group
TDG
$69.9B
$4.19M 0.49%
3,611
-2,983
BSX icon
54
Boston Scientific
BSX
$70.9B
$4.17M 0.49%
66,454
-20,880
SPGI icon
55
S&P Global
SPGI
$123B
$3.89M 0.45%
9,147
-6,082
TJX icon
56
TJX Companies
TJX
$187B
$3.81M 0.44%
23,857
+15,053
UNP icon
57
Union Pacific
UNP
$159B
$3.72M 0.43%
15,333
VIK icon
58
Viking Holdings
VIK
$41.2B
$3.54M 0.41%
+48,136
SHEL icon
59
Shell
SHEL
$239B
$3.28M 0.38%
35,315
-807
BKNG icon
60
Booking.com
BKNG
$126B
$3.1M 0.36%
18,400
-12,675
IBM icon
61
IBM
IBM
$259B
$2.59M 0.3%
10,684
BMY icon
62
Bristol-Myers Squibb
BMY
$117B
$2.57M 0.3%
42,312
-142
MRK icon
63
Merck
MRK
$303B
$2.17M 0.25%
18,000
WM icon
64
Waste Management
WM
$89.2B
$1.9M 0.22%
8,264
+4,632
ABBV icon
65
AbbVie
ABBV
$400B
$1.7M 0.2%
+7,824
POWL icon
66
Powell Industries
POWL
$10.5B
$1.66M 0.19%
9,231
-5,430
CW icon
67
Curtiss-Wright
CW
$27.9B
$1.65M 0.19%
2,421
-495
KMI icon
68
Kinder Morgan
KMI
$70.2B
$1.43M 0.17%
42,554
-9,382
XOM icon
69
Exxon Mobil
XOM
$611B
$1.36M 0.16%
8,015
+15
GS icon
70
Goldman Sachs
GS
$302B
$1.24M 0.15%
+1,469
MU icon
71
Micron Technology
MU
$1.06T
$1.24M 0.14%
3,663
+1,599
WWD icon
72
Woodward
WWD
$22.9B
$1.22M 0.14%
3,413
-895
BX icon
73
Blackstone
BX
$146B
$1.12M 0.13%
9,755
+31
KO icon
74
Coca-Cola
KO
$360B
$1.08M 0.13%
+14,165
DCO icon
75
Ducommun
DCO
$2.48B
$1.05M 0.12%
8,639
-1,825
1 2
3
4 5