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
$1.17B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.9M
3
+$16.3M
4
EOG icon
EOG Resources
EOG
+$16.2M
5
HSY icon
Hershey
HSY
+$15.2M

Top Sells

1
+$29.4M
2
+$27.3M
3
+$24.6M
4
ABT icon
Abbott
ABT
+$23M
5
SLB icon
SLB Ltd
SLB
+$18.4M

Sector Composition

1 Technology 19.82%
2 Healthcare 12.75%
3 Consumer Discretionary 11.24%
4 Industrials 10.79%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10M 0.86%
232,294
-98,946
52
$9.97M 0.85%
52,788
-30,820
53
$9.86M 0.84%
+190,705
54
$9.82M 0.84%
53,766
-50,445
55
$9.82M 0.84%
104,923
-106,692
56
$9.71M 0.83%
172,781
-87,775
57
$9.71M 0.83%
69,632
+34,659
58
$9.71M 0.83%
+128,525
59
$9.68M 0.83%
+153,363
60
$9.65M 0.83%
+92,426
61
$9.6M 0.82%
9,498
-10,720
62
$9.52M 0.82%
143,379
-50,480
63
$9.52M 0.82%
149,155
+155
64
$9.5M 0.81%
336,988
-297,280
65
$9.47M 0.81%
+177,875
66
$9.45M 0.81%
+147,765
67
$9.43M 0.81%
+281,365
68
$9.38M 0.8%
+73,140
69
$9.36M 0.8%
123,341
-159,220
70
$9.31M 0.8%
+101,030
71
$9.29M 0.8%
+146,505
72
$9.27M 0.79%
+129,405
73
$9.25M 0.79%
+96,170
74
$9.25M 0.79%
40,720
-23,715
75
$9.11M 0.78%
+216,690
1 2
3
4 5